ViaWealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

ViaWealth’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.07M	Buy	67,482 +216	+0.3%	+$6.55K	1.15%	23
2025 Q4	$1.85M	Sell	67,266 -2,085	-3%	-$56.7K	1.04%	24
2025 Q3	$1.89M	Sell	69,351 -13,561	-16%	-$370K	1.03%	25
2025 Q2	$2.2M	Sell	82,912 -27,299	-25%	-$713K	1.3%	17
2025 Q1	$3.08M	Buy	110,211 +18,706	+20%	+$521K	1.9%	10
2024 Q4	$2.5M	Buy	91,505 +9,134	+11%	+$260K	1.51%	14
2024 Q3	$2.32M	Buy	82,371 +3,093	+4%	+$84.3K	1.35%	18
2024 Q2	$2.05M	Buy	79,278 +261	+0.3%	+$6.79K	1.27%	20
2024 Q1	$2.12M	Buy	79,017 +4,122	+6%	+$106K	1.33%	20
2023 Q4	$1.9M	Buy	74,895 +7,959	+12%	+$190K	1.31%	21
2023 Q3	$1.58M	Buy	66,936 +43,953	+191%	+$1.08M	1.16%	22
2023 Q2	$556K	Buy	22,983 +7,908	+52%	+$189K	0.42%	81
2023 Q1	$368K	Buy	15,075 +51	+0.3%	+$1.27K	0.29%	117
2022 Q4	$386K	Buy	+15,024	New	+$371K	0.32%	115

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ViaWealth's SCHD Position: Q1 2026 in Review

ViaWealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.32% in Q1 2026, buying an estimated $6.55K and bringing the position to 67,482 shares worth $2.07M. The position accounts for 1.15% of the portfolio, ranked #23.

ViaWealth first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.08M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

ViaWealth held 67,482 shares of Schwab US Dividend Equity ETF worth $2.07M as of Q1 2026.
ViaWealth bought 216 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $6.55K.
Schwab US Dividend Equity ETF made up 1.15% of ViaWealth's portfolio in Q1 2026, its #23 holding.
ViaWealth first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Schwab US Dividend Equity ETF position peaked at $3.08M in Q1 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.