Win Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Win Advisors’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	$6.19M	Buy	+201,790	New	+$6.12M	2.83%	13
2025 Q2	–	Sell	-147,257	Closed	-$4.12M	–	76
2025 Q1	$4.12M	Buy	+147,257	New	+$4.1M	2.12%	15
2024 Q1	–	Sell	-475,494	Closed	-$12.1M	–	86
2023 Q4	$12.1M	Buy	+475,494	New	+$11.3M	5.47%	5
2023 Q1	–	Sell	-93	Closed	-$2.34K	–	126
2022 Q4	$2.34K	Sell	93 -402	-81%	-$9.92K	﹤0.01%	122
2022 Q3	$11K	Sell	495 -2,961	-86%	-$71.9K	﹤0.01%	90
2022 Q2	$83K	Sell	3,456 -673,659	-99%	-$17.1M	0.16%	32
2022 Q1	$17.8M	Buy	677,115 +429,648	+174%	+$11.3M	4.68%	11
2021 Q4	$6.67M	Buy	+247,467	New	+$6.43M	1.53%	20

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

Win Advisors's SCHD Position: Q1 2026 in Review

Win Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 201,790 shares worth $6.19M. The stake represents 2.83% of the portfolio and ranks #13 among its holdings. This is a return to the name: Win Advisors previously reported a position in SCHD as recently as Q1 2025.

Win Advisors first reported a position in SCHD in Q4 2021 and has held it in 8 quarters since. The position peaked at $17.8M in Q1 2022. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Win Advisors held 201,790 shares of Schwab US Dividend Equity ETF worth $6.19M as of Q1 2026.
Schwab US Dividend Equity ETF was a new Win Advisors position in Q1 2026.
Schwab US Dividend Equity ETF made up 2.83% of Win Advisors's portfolio in Q1 2026, its #13 holding.
Win Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 8 quarters since.
Win Advisors's Schwab US Dividend Equity ETF position peaked at $17.8M in Q1 2022.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.