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BOLTON SECURITIES CORPORATION’s Schwab US Dividend Equity ETF SCHD Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$975K Buy
+31,771
New +$964K 0.05% 376
2025
Q3 		$547K Buy
+20,053
New +$547K 0.03% 487
2025
Q1 		$480K Buy
+17,157
New +$478K 0.03% 491

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SCHD Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 31,771 shares worth $975K. The stake represents 0.05% of the portfolio and ranks #376 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in SCHD as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in SCHD in Q1 2025 and has held it in 3 quarters since. 2,074 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 31,771 shares of Schwab US Dividend Equity ETF worth $975K as of Q1 2026.
  • Schwab US Dividend Equity ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Schwab US Dividend Equity ETF made up 0.05% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #376 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 3 quarters since.
  • 2,074 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.