Wernau Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Wernau Asset Management's SCHD Position: Q1 2026 in Review
Wernau Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.2% in Q1 2026, buying an estimated $31.2K and bringing the position to 33,046 shares worth $1.01M. The position accounts for 0.71% of the portfolio, ranked #21.
Wernau Asset Management first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Wernau Asset Management held 33,046 shares of Schwab US Dividend Equity ETF worth $1.01M as of Q1 2026.
- Wernau Asset Management bought 1,030 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $31.2K.
- Schwab US Dividend Equity ETF made up 0.71% of Wernau Asset Management's portfolio in Q1 2026, its #21 holding.
- Wernau Asset Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Wernau Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.