Vista Cima Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Vista Cima Wealth Management’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	$3.68M	Sell	120,093 -47,556	-28%	-$1.44M	3.64%	10
2025 Q4	$4.6M	Buy	167,649 +9,844	+6%	+$268K	3.83%	11
2025 Q3	$4.31M	Buy	157,805 +13,881	+10%	+$379K	3.59%	8
2025 Q2	$3.81M	Buy	143,924 +6,357	+5%	+$166K	3.57%	11
2025 Q1	$3.85M	Buy	137,567 +4,564	+3%	+$127K	4.14%	8
2024 Q4	$3.63M	Buy	+133,003	New	+$3.78M	3.78%	10

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

Vista Cima Wealth Management's SCHD Position: Q1 2026 in Review

Vista Cima Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 28% in Q1 2026, selling an estimated $1.44M and leaving 120,093 shares worth $3.68M. The position accounts for 3.64% of the portfolio, ranked #10.

Vista Cima Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.6M in Q4 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Vista Cima Wealth Management held 120,093 shares of Schwab US Dividend Equity ETF worth $3.68M as of Q1 2026.
Vista Cima Wealth Management sold 47,556 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.44M.
Schwab US Dividend Equity ETF made up 3.64% of Vista Cima Wealth Management's portfolio in Q1 2026, its #10 holding.
Vista Cima Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
Vista Cima Wealth Management's Schwab US Dividend Equity ETF position peaked at $4.6M in Q4 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Vista Cima Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.