Westwood Holdings Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Westwood Holdings 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	$302K	Sell	9,857 -6,306	-39%	-$191K	﹤0.01%	426
2025 Q4	$443K	Hold	16,163	–	–	﹤0.01%	429
2025 Q3	$441K	Hold	16,163	–	–	﹤0.01%	428
2025 Q2	$428K	Hold	16,163	–	–	﹤0.01%	424
2025 Q1	$452K	Hold	16,163	–	–	﹤0.01%	401
2024 Q4	$442K	Sell	16,163 -1	-0%	-$28	﹤0.01%	418
2024 Q3	$455K	Hold	16,164	–	–	﹤0.01%	408
2024 Q2	$419K	Hold	16,164	–	–	﹤0.01%	398
2024 Q1	$434K	Hold	16,164	–	–	﹤0.01%	409
2023 Q4	$410K	Hold	16,164	–	–	﹤0.01%	406
2023 Q3	$381K	Buy	+16,164	New	+$397K	﹤0.01%	397

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

Westwood Holdings Group's SCHD Position: Q1 2026 in Review

Westwood Holdings Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 39% in Q1 2026, selling an estimated $191K and leaving 9,857 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Westwood Holdings Group first reported a position in SCHD in Q3 2023 and has held it in 11 quarters since. The position peaked at $455K in Q3 2024. 2,048 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Westwood Holdings Group held 9,857 shares of Schwab US Dividend Equity ETF worth $302K as of Q1 2026.
Westwood Holdings Group sold 6,306 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $191K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #426 holding.
Westwood Holdings Group first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 11 quarters since.
Westwood Holdings Group's Schwab US Dividend Equity ETF position peaked at $455K in Q3 2024.
2,048 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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