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

Wealthspan 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	$6.06M	Buy	197,536 +18,503	+10%	+$561K	2.14%	13
2025 Q4	$4.91M	Buy	179,033 +48,538	+37%	+$1.32M	1.78%	17
2025 Q3	$3.56M	Buy	130,495 +6,079	+5%	+$166K	1.36%	22
2025 Q2	$3.3M	Buy	124,416 +20,898	+20%	+$546K	1.36%	21
2025 Q1	$2.89M	Buy	103,518 +18,210	+21%	+$508K	1.34%	23
2024 Q4	$2.33M	Buy	85,308 +37,236	+77%	+$1.06M	1.11%	24
2024 Q3	$1.35M	Buy	48,072 +33,156	+222%	+$903K	0.67%	31
2024 Q2	$387K	Buy	14,916 +5,748	+63%	+$150K	0.21%	71
2024 Q1	$246K	Buy	+9,168	New	+$237K	0.15%	88

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

Wealthspan Partners's SCHD Position: Q1 2026 in Review

Wealthspan Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 10% in Q1 2026, buying an estimated $561K and bringing the position to 197,536 shares worth $6.06M. The position accounts for 2.14% of the portfolio, ranked #13.

Wealthspan Partners first reported a position in SCHD in Q1 2024 and has held it in 9 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Wealthspan Partners held 197,536 shares of Schwab US Dividend Equity ETF worth $6.06M as of Q1 2026.
Wealthspan Partners bought 18,503 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $561K.
Schwab US Dividend Equity ETF made up 2.14% of Wealthspan Partners's portfolio in Q1 2026, its #13 holding.
Wealthspan Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 9 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.