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

Yukon 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	$10M	Sell	326,191 -13,475	-4%	-$409K	5.97%	3
2025 Q4	$10.5M	Sell	339,666 -186,750	-35%	-$5.08M	6.07%	3
2025 Q3	$14.4M	Buy	526,416 +40,813	+8%	+$1.11M	4.71%	5
2025 Q2	$12.9M	Buy	485,603 +42,268	+10%	+$1.1M	4.6%	5
2025 Q1	$12.4M	Buy	+443,335	New	+$12.4M	5.15%	5

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

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

Yukon Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4% in Q1 2026, selling an estimated $409K and leaving 326,191 shares worth $10M. The position accounts for 5.97% of the portfolio, ranked #3.

Yukon Wealth Management first reported a position in SCHD in Q1 2025 and has held it in 5 quarters since. The position peaked at $14.4M in Q3 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Yukon Wealth Management held 326,191 shares of Schwab US Dividend Equity ETF worth $10M as of Q1 2026.
Yukon Wealth Management sold 13,475 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $409K.
Schwab US Dividend Equity ETF made up 5.97% of Yukon Wealth Management's portfolio in Q1 2026, its #3 holding.
Yukon Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 5 quarters since.
Yukon Wealth Management's Schwab US Dividend Equity ETF position peaked at $14.4M in Q3 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Yukon Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.