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

Wealth Watch 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	–	Sell	-3,016	Closed	-$91.5K	–	729
2025 Q4	$82.7K	Sell	3,016 -84	-3%	-$2.28K	0.03%	161
2025 Q3	$84.6K	Buy	+3,100	New	+$84.6K	0.03%	144

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 Watch Advisors's SCHD Position: Q1 2026 in Review

Wealth Watch Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 3,016 shares — an estimated $91.5K sold.

Wealth Watch Advisors first reported a position in SCHD in Q3 2025 and held it in 2 quarters. The position peaked at $84.6K in Q3 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Wealth Watch Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Wealth Watch Advisors sold 3,016 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $91.5K.
Wealth Watch Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and held it in 2 quarters.
Wealth Watch Advisors's Schwab US Dividend Equity ETF position peaked at $84.6K in Q3 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.