WCG
SCHD icon

Weaver Consulting Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Weaver Consulting Group’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 		$2.16M Buy
70,388
+950
+1% +$28.8K 0.51% 52
2025
Q4 		$1.9M Sell
69,438
-16,207
-19% -$441K 0.47% 55
2025
Q3 		$2.34M Sell
85,645
-3,196
-4% -$87.2K 0.59% 43
2025
Q2 		$2.35M Sell
88,841
-6,433
-7% -$168K 0.65% 39
2025
Q1 		$2.66M Sell
95,274
-2,036
-2% -$56.8K 0.8% 34
2024
Q4 		$2.66M Buy
97,310
+2,198
+2% +$62.5K 0.82% 31
2024
Q3 		$2.68M Hold
95,112
– – 0.85% 32
2024
Q2 		$2.47M Buy
95,112
+1,503
+2% +$39.1K 0.86% 31
2024
Q1 		$2.52M Buy
93,609
+15,261
+19% +$394K 0.93% 28
2023
Q4 		$1.99M Buy
78,348
+8,130
+12% +$194K 0.81% 33
2023
Q3 		$1.66M Hold
70,218
– – 0.75% 37
2023
Q2 		$1.7M Sell
70,218
-24,615
-26% -$588K 0.75% 37
2023
Q1 		$2.31M Sell
94,833
-1,593
-2% -$39.8K 1.06% 23
2022
Q4 		$2.43M Sell
96,426
-717
-0.7% -$17.7K 1.24% 20
2022
Q3 		$2.15M Hold
97,143
– – 1.23% 20
2022
Q2 		$2.32M Sell
97,143
-1,413
-1% -$35.9K 1.3% 19
2022
Q1 		$2.59M Hold
98,556
– – 1.26% 20
2021
Q4 		$2.65M Sell
98,556
-300
-0.3% -$7.79K 1.28% 20
2021
Q3 		$2.45M Hold
98,856
– – 1.33% 19
2021
Q2 		$2.49M Sell
98,856
-3,300
-3% -$83.3K 1.4% 18
2021
Q1 		$2.48M Buy
102,156
+4,650
+5% +$106K 1.52% 16
2020
Q4 		$2.08M Buy
97,506
+37,710
+63% +$765K 1.3% 19
2020
Q3 		$1.1M Hold
59,796
– – 0.63% 33
2020
Q2 		$1.03M Hold
59,796
– – 0.6% 34
2020
Q1 		$897K Sell
59,796
-1,185
-2% -$21.3K 0.59% 37
2019
Q4 		$1.11M Hold
60,981
– – 0.6% 35
2019
Q3 		$1.11M Buy
60,981
+3,900
+7% +$69.8K 0.59% 35
2019
Q2 		$1.01M Hold
57,081
– – 0.55% 39
2019
Q1 		$1M Buy
+57,081
New +$960K 0.28% 66

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

Weaver Consulting Group's SCHD Position: Q1 2026 in Review

Weaver Consulting Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.4% in Q1 2026, buying an estimated $28.8K and bringing the position to 70,388 shares worth $2.16M. The position accounts for 0.51% of the portfolio, ranked #52.

Weaver Consulting Group first reported a position in SCHD in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.68M in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Weaver Consulting Group held 70,388 shares of Schwab US Dividend Equity ETF worth $2.16M as of Q1 2026.
  • Weaver Consulting Group bought 950 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $28.8K.
  • Schwab US Dividend Equity ETF made up 0.51% of Weaver Consulting Group's portfolio in Q1 2026, its #52 holding.
  • Weaver Consulting Group first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 29 quarters since.
  • Weaver Consulting Group's Schwab US Dividend Equity ETF position peaked at $2.68M in Q3 2024.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.