WealthBridge Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

WealthBridge Capital 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	$1.4M	Buy	45,742 +1,318	+3%	+$40K	0.32%	65
2025 Q4	$1.22M	Sell	44,424 -148	-0.3%	-$4.02K	0.28%	70
2025 Q3	$1.22M	Sell	44,572 -2,383	-5%	-$65K	0.29%	69
2025 Q2	$1.24M	Sell	46,955 -2,053	-4%	-$53.6K	0.32%	63
2025 Q1	$1.37M	Buy	49,008 +1,343	+3%	+$37.4K	0.39%	58
2024 Q4	$1.3M	Buy	47,665 +1,360	+3%	+$38.7K	0.36%	57
2024 Q3	$1.3M	Buy	46,305 +1,650	+4%	+$45K	0.37%	57
2024 Q2	$1.16M	Hold	44,655	–	–	0.38%	55
2024 Q1	$1.2M	Sell	44,655 -27	-0.1%	-$698	0.4%	53
2023 Q4	$1.13M	Buy	44,682 +1,068	+2%	+$25.5K	0.42%	51
2023 Q3	$1.03M	Buy	43,614 +1,650	+4%	+$40.5K	0.42%	53
2023 Q2	$1.02M	Buy	41,964 +168	+0.4%	+$4.01K	0.41%	51
2023 Q1	$1.02M	Buy	41,796 +600	+1%	+$15K	0.41%	54
2022 Q4	$1.04M	Buy	41,196 +1,314	+3%	+$32.4K	0.43%	53
2022 Q3	$952K	Hold	39,882	–	–	0.41%	52
2022 Q2	$952K	Buy	39,882 +813	+2%	+$20.7K	0.41%	52
2022 Q1	$1.03M	Sell	39,069 -1,200	-3%	-$31.4K	0.38%	58
2021 Q4	$1.08M	Sell	40,269 -3,246	-7%	-$84.3K	0.41%	54
2021 Q3	$1.08M	Sell	43,515 -4,428	-9%	-$113K	0.4%	52
2021 Q2	$1.21M	Buy	47,943 +3,066	+7%	+$77.4K	0.44%	52
2021 Q1	$1.09M	Buy	44,877 +195	+0.4%	+$4.43K	0.44%	51
2020 Q4	$955K	Buy	44,682 +2,946	+7%	+$59.7K	0.42%	56
2020 Q3	$769K	Buy	41,736 +369	+0.9%	+$6.79K	0.39%	54
2020 Q2	$714K	Sell	41,367 -219	-0.5%	-$3.7K	0.4%	53
2020 Q1	$624K	Buy	+41,586	New	+$747K	0.43%	54

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

WealthBridge Capital Management's SCHD Position: Q1 2026 in Review

WealthBridge Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 3% in Q1 2026, buying an estimated $40K and bringing the position to 45,742 shares worth $1.4M. The position accounts for 0.32% of the portfolio, ranked #65.

WealthBridge Capital Management first reported a position in SCHD in Q1 2020 and has held it in 25 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

WealthBridge Capital Management held 45,742 shares of Schwab US Dividend Equity ETF worth $1.4M as of Q1 2026.
WealthBridge Capital Management bought 1,318 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $40K.
Schwab US Dividend Equity ETF made up 0.32% of WealthBridge Capital Management's portfolio in Q1 2026, its #65 holding.
WealthBridge Capital Management first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 25 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.