Windsor Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Windsor Advisory 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	$17.4K	Hold	567	–	–	0.01%	78
2025 Q4	$15.6K	Hold	567	–	–	0.01%	75
2025 Q3	$15.5K	Hold	567	–	–	0.01%	76
2025 Q2	$15K	Hold	567	–	–	0.02%	51
2025 Q1	$15.9K	Hold	567	–	–	0.02%	52
2024 Q4	$15.5K	Sell	567 -4,185	-88%	-$119K	0.02%	76
2024 Q3	$134K	Buy	4,752 +4,185	+738%	+$114K	0.15%	61
2024 Q2	$14.7K	Hold	567	–	–	0.03%	48
2024 Q1	$15.2K	Hold	567	–	–	0.04%	44
2023 Q4	$14.4K	Hold	567	–	–	0.04%	52
2023 Q3	$13.4K	Hold	567	–	–	0.03%	56
2023 Q2	$13.7K	Hold	567	–	–	0.03%	52
2023 Q1	$13.8K	Hold	567	–	–	0.03%	62
2022 Q4	$14.3K	Buy	+567	New	+$14K	0.04%	64

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

Windsor Advisory Group's SCHD Position: Q1 2026 in Review

Windsor Advisory Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 567 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #78.

Windsor Advisory Group first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $134K in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Windsor Advisory Group held 567 shares of Schwab US Dividend Equity ETF worth $17.4K as of Q1 2026.
Windsor Advisory Group left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
Schwab US Dividend Equity ETF made up 0.01% of Windsor Advisory Group's portfolio in Q1 2026, its #78 holding.
Windsor Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
Windsor Advisory Group's Schwab US Dividend Equity ETF position peaked at $134K in Q3 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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