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WealthShield Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

WealthShield Partners’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 		$2.04M Sell
66,488
-68
-0.1% -$2.06K 0.23% 126
2025
Q4 		$1.82M Buy
66,556
+6,449
+11% +$175K 0.2% 124
2025
Q3 		$1.64M Buy
60,107
+200
+0.3% +$5.46K 0.19% 134
2025
Q2 		$1.59M Sell
59,907
-486
-0.8% -$12.7K 0.19% 130
2025
Q1 		$1.69M Buy
60,393
+4,290
+8% +$120K 0.22% 119
2024
Q4 		$1.53M Buy
56,103
+5,496
+11% +$156K 0.22% 113
2024
Q3 		$1.43M Buy
50,607
+828
+2% +$22.6K 0.19% 128
2024
Q2 		$1.3M Sell
49,779
-894
-2% -$23.3K 0.2% 121
2024
Q1 		$1.36M Buy
50,673
+429
+0.9% +$11.1K 0.22% 121
2023
Q4 		$1.28M Sell
50,244
-6
-0% -$143 0.21% 121
2023
Q3 		$1.19M Sell
50,250
-1,665
-3% -$40.9K 0.18% 131
2023
Q2 		$1.26M Buy
51,915
+4,572
+10% +$109K 0.19% 128
2023
Q1 		$1.15M Sell
47,343
-1,347
-3% -$33.7K 0.19% 135
2022
Q4 		$1.23M Sell
48,690
-615
-1% -$15.2K 0.23% 116
2022
Q3 		$1.09M Buy
49,305
+762
+2% +$18.5K 0.22% 119
2022
Q2 		$1.16M Sell
48,543
-63
-0.1% -$1.6K 0.23% 113
2022
Q1 		$1.28M Buy
+48,606
New +$1.27M 0.2% 118
2021
Q3 		– Sell
-201,675
Closed -$5.08M – 635
2021
Q2 		$5.08M Buy
201,675
+27,069
+16% +$683K 0.8% 36
2021
Q1 		$4.24M Buy
174,606
+158,496
+984% +$3.61M 0.76% 40
2020
Q4 		$344K Buy
16,110
+2,952
+22% +$59.9K 0.06% 222
2020
Q3 		$243K Buy
+13,158
New +$242K 0.09% 221
2020
Q2 		– Sell
-780
Closed -$12K – 338
2020
Q1 		$12K Hold
780
– – 0.01% 223
2019
Q4 		$15K Hold
780
– – 0.01% 241
2019
Q3 		$14K Hold
780
– – 0.01% 231
2019
Q2 		$14K Hold
780
– – 0.01% 203
2019
Q1 		$14K Buy
+780
New +$13.1K 0.01% 230

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WealthShield Partners's SCHD Position: Q1 2026 in Review

WealthShield Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.1% in Q1 2026, selling an estimated $2.06K and leaving 66,488 shares worth $2.04M. The position accounts for 0.23% of the portfolio, ranked #126.

WealthShield Partners first reported a position in SCHD in Q1 2019 and has held it in 26 quarters since. The position peaked at $5.08M in Q2 2021. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • WealthShield Partners held 66,488 shares of Schwab US Dividend Equity ETF worth $2.04M as of Q1 2026.
  • WealthShield Partners sold 68 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $2.06K.
  • Schwab US Dividend Equity ETF made up 0.23% of WealthShield Partners's portfolio in Q1 2026, its #126 holding.
  • WealthShield Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 26 quarters since.
  • WealthShield Partners's Schwab US Dividend Equity ETF position peaked at $5.08M in Q2 2021.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.