WBH Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.68M | Buy |
120,758
+4,049
| +3% | +$123K | 0.28% | 77 |
|
|
2025
Q4 | $3.2M | Buy |
116,709
+1,304
| +1% | +$35.5K | 0.24% | 80 |
|
|
2025
Q3 | $3.15M | Sell |
115,405
-2,849
| -2% | -$77.7K | 0.24% | 78 |
|
|
2025
Q2 | $3.13M | Sell |
118,254
-23,937
| -17% | -$625K | 0.27% | 75 |
|
|
2025
Q1 | $3.98M | Buy |
142,191
+10,252
| +8% | +$286K | 0.37% | 57 |
|
|
2024
Q4 | $3.6M | Sell |
131,939
-1,741
| -1% | -$49.5K | 0.33% | 64 |
|
|
2024
Q3 | $3.77M | Buy |
133,680
+6,837
| +5% | +$186K | 0.36% | 62 |
|
|
2024
Q2 | $3.29M | Buy |
126,843
+13,596
| +12% | +$354K | 0.33% | 64 |
|
|
2024
Q1 | $3.04M | Buy |
113,247
+10,155
| +10% | +$262K | 0.31% | 66 |
|
|
2023
Q4 | $2.62M | Sell |
103,092
-1,128
| -1% | -$26.9K | 0.29% | 69 |
|
|
2023
Q3 | $2.46M | Buy |
104,220
+3,963
| +4% | +$97.2K | 0.3% | 69 |
|
|
2023
Q2 | $2.43M | Sell |
100,257
-10,602
| -10% | -$253K | 0.29% | 76 |
|
|
2023
Q1 | $2.7M | Buy |
+110,859
| New | +$2.77M | 0.34% | 70 |
|
|
2022
Q3 | $2.34M | Buy |
105,651
+1,509
| +1% | +$36.7K | 0.34% | 70 |
|
|
2022
Q2 | $2.5M | Buy |
104,142
+3,903
| +4% | +$99.3K | 0.33% | 73 |
|
|
2022
Q1 | $2.6M | Buy |
100,239
+1,551
| +2% | +$40.6K | 0.32% | 73 |
|
|
2021
Q4 | $2.66M | Buy |
98,688
+1,800
| +2% | +$46.8K | 0.3% | 75 |
|
|
2021
Q3 | $2.4M | Buy |
96,888
+1,473
| +2% | +$37.4K | 0.32% | 70 |
|
|
2021
Q2 | $2.42M | Buy |
95,415
+1,884
| +2% | +$47.6K | 0.35% | 65 |
|
|
2021
Q1 | $2.27M | Buy |
93,531
+1,260
| +1% | +$28.7K | 0.37% | 65 |
|
|
2020
Q4 | $2.04M | Buy |
92,271
+3,156
| +4% | +$64K | 0.35% | 60 |
|
|
2020
Q3 | $1.64M | Buy |
89,115
+6,648
| +8% | +$122K | 0.33% | 69 |
|
|
2020
Q2 | $1.42M | Buy |
82,467
+1,467
| +2% | +$24.8K | 0.34% | 71 |
|
|
2020
Q1 | $1.21K | Sell |
81,000
-1,062
| -1% | -$19.1K | 0.28% | 71 |
|
|
2019
Q4 | $1.58M | Buy |
82,062
+4,941
| +6% | +$92.6K | 0.32% | 73 |
|
|
2019
Q3 | $1.41M | Buy |
77,121
+7,971
| +12% | +$143K | 0.32% | 80 |
|
|
2019
Q2 | $1.22M | Buy |
69,150
+9,987
| +17% | +$176K | 0.28% | 86 |
|
|
2019
Q1 | $1.03M | Buy |
59,163
+9,060
| +18% | +$152K | 0.25% | 96 |
|
|
2018
Q4 | $784 | Buy |
50,103
+22,917
| +84% | +$382K | 0.19% | 110 |
|
|
2018
Q3 | $480K | Buy |
27,186
+2,823
| +12% | +$48.9K | 0.12% | 154 |
|
|
2018
Q2 | $400K | Buy |
24,363
+900
| +4% | +$14.8K | 0.1% | 165 |
|
|
2018
Q1 | $383K | Buy |
23,463
+1,038
| +5% | +$17.7K | 0.1% | 166 |
|
|
2017
Q4 | $382K | Buy |
22,425
+360
| +2% | +$5.91K | 0.1% | 169 |
|
|
2017
Q3 | $344K | Buy |
22,065
+2,508
| +13% | +$38.4K | 0.1% | 175 |
|
|
2017
Q2 | $294K | Buy |
19,557
+1,986
| +11% | +$29.8K | 0.08% | 189 |
|
|
2017
Q1 | $261K | Buy |
+17,571
| New | +$259K | 0.08% | 199 |
|
Other funds holding SCHD
RIM
SLI
WBH Advisory's SCHD Position: Q1 2026 in Review
WBH Advisory increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.5% in Q1 2026, buying an estimated $123K and bringing the position to 120,758 shares worth $3.68M. The position accounts for 0.28% of the portfolio, ranked #77.
WBH Advisory first reported a position in SCHD in Q1 2017 and has held it in 36 quarters since. The position peaked at $3.98M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- WBH Advisory held 120,758 shares of Schwab US Dividend Equity ETF worth $3.68M as of Q1 2026.
- WBH Advisory bought 4,049 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $123K.
- Schwab US Dividend Equity ETF made up 0.28% of WBH Advisory's portfolio in Q1 2026, its #77 holding.
- WBH Advisory first reported a position in Schwab US Dividend Equity ETF in Q1 2017 and has held it in 36 quarters since.
- WBH Advisory's Schwab US Dividend Equity ETF position peaked at $3.98M in Q1 2025.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.