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Vise Technologies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Vise Technologies’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 		$2.81M Hold
102,454
– – 0.06% 274
2025
Q4 		$2.81M Buy
102,454
+90,528
+759% +$2.46M 0.06% 275
2025
Q3 		$326K Sell
11,926
-165,278
-93% -$4.51M 0.01% 850
2025
Q2 		$4.7M Buy
+177,204
New +$4.63M 0.19% 113

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Vise Technologies's SCHD Position: Q1 2026 in Review

Vise Technologies held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 102,454 shares worth $2.81M. The position accounts for 0.06% of the portfolio, ranked #274.

Vise Technologies first reported a position in SCHD in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.7M in Q2 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Vise Technologies held 102,454 shares of Schwab US Dividend Equity ETF worth $2.81M as of Q1 2026.
  • Vise Technologies left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
  • Schwab US Dividend Equity ETF made up 0.06% of Vise Technologies's portfolio in Q1 2026, its #274 holding.
  • Vise Technologies first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Vise Technologies's Schwab US Dividend Equity ETF position peaked at $4.7M in Q2 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.