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

Wealth Effects’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	$416K	Hold	13,556	–	–	0.15%	127
2025 Q4	$372K	Buy	13,556 +420	+3%	+$11.4K	0.12%	134
2025 Q3	$359K	Buy	13,136 +10	+0.1%	+$273	0.12%	139
2025 Q2	$348K	Sell	13,126 -1,131	-8%	-$29.5K	0.13%	129
2025 Q1	$399K	Sell	14,257 -57	-0.4%	-$1.59K	0.17%	114
2024 Q4	$391K	Sell	14,314 -59	-0.4%	-$1.68K	0.14%	132
2024 Q3	$405K	Buy	14,373 +963	+7%	+$26.2K	0.14%	128
2024 Q2	$348K	Buy	13,410 +2,370	+21%	+$61.7K	0.13%	132
2024 Q1	$297K	Buy	11,040 +285	+3%	+$7.36K	0.11%	152
2023 Q4	$273K	Sell	10,755 -441	-4%	-$10.5K	0.1%	163
2023 Q3	$264K	Buy	11,196 +486	+5%	+$11.9K	0.13%	140
2023 Q2	$259K	Buy	10,710 +1,896	+22%	+$45.3K	0.11%	146
2023 Q1	$215K	Buy	+8,814	New	+$220K	0.11%	169

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

Wealth Effects's SCHD Position: Q1 2026 in Review

Wealth Effects held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 13,556 shares worth $416K. The position accounts for 0.15% of the portfolio, ranked #127.

Wealth Effects first reported a position in SCHD in Q1 2023 and has held it in 13 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Wealth Effects held 13,556 shares of Schwab US Dividend Equity ETF worth $416K as of Q1 2026.
Wealth Effects left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
Schwab US Dividend Equity ETF made up 0.15% of Wealth Effects's portfolio in Q1 2026, its #127 holding.
Wealth Effects first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 13 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.