Western Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Western Wealth 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	$6.17M	Buy	201,072 +71,437	+55%	+$2.17M	0.23%	84
2025 Q4	$3.56M	Sell	129,635 -14,111	-10%	-$384K	0.16%	115
2025 Q3	$3.92M	Buy	143,746 +7,247	+5%	+$198K	0.21%	99
2025 Q2	$3.62M	Sell	136,499 -25,127	-16%	-$656K	0.21%	95
2025 Q1	$4.52M	Buy	161,626 +17	+0%	+$474	0.3%	72
2024 Q4	$4.42M	Sell	161,609 -72,610	-31%	-$2.06M	0.29%	70
2024 Q3	$6.6M	Buy	234,219 +77,199	+49%	+$2.1M	0.38%	50
2024 Q2	$4.07M	Buy	157,020 +4,533	+3%	+$118K	0.3%	66
2024 Q1	$4.1M	Sell	152,487 -70,941	-32%	-$1.83M	0.32%	65
2023 Q4	$5.67M	Buy	223,428 +42,231	+23%	+$1.01M	0.41%	48
2023 Q3	$4.27M	Buy	181,197 +28,713	+19%	+$705K	0.36%	56
2023 Q2	$3.69M	Buy	152,484 +15,414	+11%	+$368K	0.31%	67
2023 Q1	$3.34M	Buy	137,070 +8,190	+6%	+$205K	0.31%	73
2022 Q4	$3.25M	Sell	128,880 -69,873	-35%	-$1.72M	0.33%	66
2022 Q3	$4.5M	Buy	198,753 +23,589	+13%	+$573K	0.26%	86
2022 Q2	$4.19M	Buy	175,164 +22,011	+14%	+$560K	0.24%	92
2022 Q1	$4.03M	Buy	153,153 +92,082	+151%	+$2.41M	0.2%	111
2021 Q4	$1.64M	Buy	+61,071	New	+$1.59M	0.16%	136
2021 Q2	$2.02M	Buy	79,794 +729	+0.9%	+$18.4K	0.21%	110
2021 Q1	$1.92M	Buy	79,065 +3,630	+5%	+$82.6K	0.26%	89
2020 Q4	$1.61M	Buy	75,435 +3,975	+6%	+$80.6K	0.24%	101
2020 Q3	$1.32M	Buy	71,460 +3,375	+5%	+$62.1K	0.22%	107
2020 Q2	$1.18M	Buy	68,085 +192	+0.3%	+$3.24K	0.21%	117
2020 Q1	$1.01M	Buy	67,893 +5,751	+9%	+$103K	0.23%	103
2019 Q4	$1.2M	Sell	62,142 -2,544	-4%	-$47.7K	0.18%	124
2019 Q3	$1.18M	Buy	64,686 +9,894	+18%	+$177K	0.25%	102
2019 Q2	$968K	Sell	54,792 -3,360	-6%	-$59.1K	0.13%	138
2019 Q1	$1.01M	Buy	58,152 +3,495	+6%	+$58.8K	0.22%	109
2018 Q4	$855K	Buy	+54,657	New	+$911K	0.23%	107

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

Western Wealth Management's SCHD Position: Q1 2026 in Review

Western Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 55% in Q1 2026, buying an estimated $2.17M and bringing the position to 201,072 shares worth $6.17M. The position accounts for 0.23% of the portfolio, ranked #84.

Western Wealth Management first reported a position in SCHD in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.6M in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Western Wealth Management held 201,072 shares of Schwab US Dividend Equity ETF worth $6.17M as of Q1 2026.
Western Wealth Management bought 71,437 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $2.17M.
Schwab US Dividend Equity ETF made up 0.23% of Western Wealth Management's portfolio in Q1 2026, its #84 holding.
Western Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's Schwab US Dividend Equity ETF position peaked at $6.6M in Q3 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.