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

World Investment 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 		$13.7M Buy
448,118
+18,130
+4% +$550K 0.22% 94
2025
Q4 		$11.8M Buy
429,988
+88,313
+26% +$2.4M 0.19% 118
2025
Q3 		$9.33M Buy
341,675
+54,486
+19% +$1.49M 0.19% 118
2025
Q2 		$7.61M Buy
287,189
+48,437
+20% +$1.26M 0.17% 133
2025
Q1 		$6.68M Buy
238,752
+12,041
+5% +$336K 0.17% 143
2024
Q4 		$6.19M Buy
226,711
+10,150
+5% +$289K 0.17% 138
2024
Q3 		$6.04M Buy
216,561
+13,740
+7% +$374K 0.19% 131
2024
Q2 		$5.26M Buy
+202,821
New +$5.28M 0.33% 63
2024
Q1 		– Sell
-60,894
Closed -$1.55M – 460
2023
Q4 		$1.55M Sell
60,894
-251,991
-81% -$6M 0.2% 106
2023
Q3 		$7.38M Sell
312,885
-8,418
-3% -$207K 1.46% 15
2023
Q2 		$7.78M Buy
321,303
+80,712
+34% +$1.93M 1.5% 16
2023
Q1 		$5.87M Buy
240,591
+35,841
+18% +$896K 1.22% 19
2022
Q4 		$5.16M Sell
204,750
-1,875
-0.9% -$46.3K 1.18% 18
2022
Q3 		$4.58M Buy
206,625
+12,114
+6% +$294K 1.09% 21
2022
Q2 		$4.84M Buy
194,511
+99,120
+104% +$2.52M 1.02% 22
2022
Q1 		$2.51M Buy
95,391
+12,519
+15% +$328K 0.52% 37
2021
Q4 		$2.17M Buy
82,872
+6,360
+8% +$165K 0.45% 43
2021
Q3 		$1.89M Buy
76,512
+6,237
+9% +$159K 0.43% 40
2021
Q2 		$1.77M Buy
70,275
+1,842
+3% +$46.5K 0.41% 49
2021
Q1 		$1.75M Buy
68,433
+5,673
+9% +$129K 0.42% 46
2020
Q4 		$1.4M Buy
62,760
+13,281
+27% +$269K 0.36% 55
2020
Q3 		$912K Buy
49,479
+7,983
+19% +$147K 0.31% 54
2020
Q2 		$797K Buy
+41,496
New +$701K 0.28% 58
2020
Q1 		– Sell
-12,255
Closed -$237K – 171
2019
Q4 		$237K Buy
+12,255
New +$230K 0.09% 136

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

World Investment Advisors's SCHD Position: Q1 2026 in Review

World Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.2% in Q1 2026, buying an estimated $550K and bringing the position to 448,118 shares worth $13.7M. The position accounts for 0.22% of the portfolio, ranked #94.

World Investment Advisors first reported a position in SCHD in Q4 2019 and has held it in 24 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • World Investment Advisors held 448,118 shares of Schwab US Dividend Equity ETF worth $13.7M as of Q1 2026.
  • World Investment Advisors bought 18,130 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $550K.
  • Schwab US Dividend Equity ETF made up 0.22% of World Investment Advisors's portfolio in Q1 2026, its #94 holding.
  • World Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 24 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.