Waypoint Wealth Counsel’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Waypoint Wealth Counsel's SCHD Position: Q1 2026 in Review
Waypoint Wealth Counsel reduced its Schwab US Dividend Equity ETF (SCHD) stake by 61% in Q1 2026, selling an estimated $1.12M and leaving 23,369 shares worth $717K. The position accounts for 0.37% of the portfolio, ranked #44.
Waypoint Wealth Counsel first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.61M in Q4 2022. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Waypoint Wealth Counsel held 23,369 shares of Schwab US Dividend Equity ETF worth $717K as of Q1 2026.
- Waypoint Wealth Counsel sold 37,066 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.12M.
- Schwab US Dividend Equity ETF made up 0.37% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #44 holding.
- Waypoint Wealth Counsel first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
- Waypoint Wealth Counsel's Schwab US Dividend Equity ETF position peaked at $5.61M in Q4 2022.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.