Visionary Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Visionary Wealth Advisors’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	$7.55M	Buy	246,127 +4,489	+2%	+$136K	0.33%	82
2025 Q4	$6.63M	Sell	241,638 -3,066	-1%	-$83.4K	0.3%	87
2025 Q3	$6.68M	Buy	244,704 +3,749	+2%	+$102K	0.31%	87
2025 Q2	$6.39M	Sell	240,955 -6,206	-3%	-$162K	0.33%	81
2025 Q1	$6.91M	Buy	247,161 +7,915	+3%	+$221K	0.41%	73
2024 Q4	$6.54M	Buy	239,246 +6,434	+3%	+$183K	0.38%	77
2024 Q3	$6.56M	Sell	232,812 -39	-0%	-$1.06K	0.4%	75
2024 Q2	$6.04M	Sell	232,851 -8,232	-3%	-$214K	0.39%	72
2024 Q1	$6.48M	Sell	241,083 -35,352	-13%	-$913K	0.44%	66
2023 Q4	$7.01M	Sell	276,435 -38,271	-12%	-$912K	0.52%	51
2023 Q3	$7.42M	Buy	314,706 +62,949	+25%	+$1.54M	0.6%	42
2023 Q2	$6.09M	Buy	251,757 +30,006	+14%	+$717K	0.49%	55
2023 Q1	$5.41M	Buy	221,751 +27,282	+14%	+$682K	0.46%	63
2022 Q4	$4.9M	Buy	194,469 +19,203	+11%	+$474K	0.45%	64
2022 Q3	$3.88M	Sell	175,266 -732,732	-81%	-$17.8M	0.4%	68
2022 Q2	$21.7M	Buy	907,998 +245,661	+37%	+$6.25M	1.95%	9
2022 Q1	$17.4M	Sell	662,337 -18,327	-3%	-$480K	1.4%	14
2021 Q4	$18.3M	Buy	680,664 +15,642	+2%	+$406K	1.5%	15
2021 Q3	$16.5M	Sell	665,022 -6,507	-1%	-$165K	1.69%	15
2021 Q2	$16.9M	Sell	671,529 -59,007	-8%	-$1.49M	1.7%	14
2021 Q1	$17.8M	Sell	730,536 -76,215	-9%	-$1.73M	1.87%	12
2020 Q4	$17.2M	Buy	806,751 +242,328	+43%	+$4.91M	1.93%	13
2020 Q3	$10.4M	Buy	564,423 +3,777	+0.7%	+$69.5K	1.47%	18
2020 Q2	$9.67M	Buy	560,646 +142,962	+34%	+$2.41M	1.47%	19
2020 Q1	$6.26M	Buy	417,684 +45,594	+12%	+$819K	1.18%	21
2019 Q4	$7.18M	Buy	+372,090	New	+$6.97M	1.29%	24

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

Visionary Wealth Advisors's SCHD Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.9% in Q1 2026, buying an estimated $136K and bringing the position to 246,127 shares worth $7.55M. The position accounts for 0.33% of the portfolio, ranked #82.

Visionary Wealth Advisors first reported a position in SCHD in Q4 2019 and has held it in 26 quarters since. The position peaked at $21.7M in Q2 2022. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Visionary Wealth Advisors held 246,127 shares of Schwab US Dividend Equity ETF worth $7.55M as of Q1 2026.
Visionary Wealth Advisors bought 4,489 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $136K.
Schwab US Dividend Equity ETF made up 0.33% of Visionary Wealth Advisors's portfolio in Q1 2026, its #82 holding.
Visionary Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 26 quarters since.
Visionary Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $21.7M in Q2 2022.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.