Wulff, Hansen & Co’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wulff, Hansen & Co’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	$1.67M	Buy	54,273 +2,603	+5%	+$79K	1.7%	16
2025 Q4	$1.42M	Buy	51,670 +120	+0.2%	+$3.26K	1.19%	24
2025 Q3	$1.41M	Sell	51,550 -450	-0.9%	-$12.3K	1.21%	26
2025 Q2	$1.38M	Sell	52,000 -1,975	-4%	-$51.6K	1.18%	26
2025 Q1	$1.51M	Buy	53,975 +760	+1%	+$21.2K	1.38%	22
2024 Q4	$1.45M	Buy	53,215 +880	+2%	+$25K	1.38%	20
2024 Q3	$1.47M	Sell	52,335 -3,816	-7%	-$104K	1.34%	25
2024 Q2	$1.46M	Buy	56,151 +4,815	+9%	+$125K	1.44%	26
2024 Q1	$1.38M	Buy	51,336 +3,555	+7%	+$91.8K	1.38%	27
2023 Q4	$1.21M	Hold	47,781	–	–	1.35%	27
2023 Q3	$1.13M	Buy	+47,781	New	+$1.17M	1.32%	28

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

Wulff, Hansen & Co's SCHD Position: Q1 2026 in Review

Wulff, Hansen & Co increased its Schwab US Dividend Equity ETF (SCHD) stake by 5% in Q1 2026, buying an estimated $79K and bringing the position to 54,273 shares worth $1.67M. The position accounts for 1.7% of the portfolio, ranked #16.

Wulff, Hansen & Co first reported a position in SCHD in Q3 2023 and has held it in 11 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Wulff, Hansen & Co held 54,273 shares of Schwab US Dividend Equity ETF worth $1.67M as of Q1 2026.
Wulff, Hansen & Co bought 2,603 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $79K.
Schwab US Dividend Equity ETF made up 1.7% of Wulff, Hansen & Co's portfolio in Q1 2026, its #16 holding.
Wulff, Hansen & Co first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 11 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Wulff, Hansen & Co's 13F filing for Q1 2026, filed 7 May 2026.