Yoder Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Yoder Wealth Management’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	$1.14M	Sell	37,176 -765	-2%	-$23.2K	0.52%	45
2025 Q4	$1.04M	Sell	37,941 -1,500	-4%	-$40.8K	0.47%	47
2025 Q3	$1.08M	Sell	39,441 -610	-2%	-$16.6K	0.51%	48
2025 Q2	$1.06M	Sell	40,051 -390	-1%	-$10.2K	0.55%	47
2025 Q1	$1.13M	Sell	40,441 -320	-0.8%	-$8.92K	0.64%	41
2024 Q4	$1.11M	Sell	40,761 -1,140	-3%	-$32.4K	0.62%	43
2024 Q3	$1.18M	Sell	41,901 -429	-1%	-$11.7K	0.71%	40
2024 Q2	$1.1M	Hold	42,330	–	–	0.71%	39
2024 Q1	$1.14M	Sell	42,330 -1,500	-3%	-$38.8K	0.74%	35
2023 Q4	$1.11M	Sell	43,830 -1,110	-2%	-$26.5K	0.78%	33
2023 Q3	$1.06M	Sell	44,940 -465	-1%	-$11.4K	0.87%	30
2023 Q2	$1.1M	Hold	45,405	–	–	0.87%	31
2023 Q1	$1.11M	Buy	+45,405	New	+$1.14M	0.92%	31

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

Yoder Wealth Management's SCHD Position: Q1 2026 in Review

Yoder Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2% in Q1 2026, selling an estimated $23.2K and leaving 37,176 shares worth $1.14M. The position accounts for 0.52% of the portfolio, ranked #45.

Yoder Wealth Management first reported a position in SCHD in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.18M in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Yoder Wealth Management held 37,176 shares of Schwab US Dividend Equity ETF worth $1.14M as of Q1 2026.
Yoder Wealth Management sold 765 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $23.2K.
Schwab US Dividend Equity ETF made up 0.52% of Yoder Wealth Management's portfolio in Q1 2026, its #45 holding.
Yoder Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 13 quarters since.
Yoder Wealth Management's Schwab US Dividend Equity ETF position peaked at $1.18M in Q3 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.