1620 Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

1620 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 Q2	$317K	Sell	10,011 -2,558	-20%	-$81.2K	0.2%	127
2026 Q1	$386K	Sell	12,569 -1,253	-9%	-$38K	0.26%	106
2025 Q4	$379K	Sell	13,822 -2,058	-13%	-$56K	0.25%	108
2025 Q3	$434K	Buy	15,880 +8,002	+102%	+$218K	0.29%	98
2025 Q2	$209K	Buy	7,878 +2	+0%	+$52	0.15%	145
2025 Q1	$220K	Buy	7,876 +2	+0%	+$56	0.17%	139
2024 Q4	$215K	Buy	7,874 +1,127	+17%	+$32K	0.16%	147
2024 Q3	$190K	Buy	6,747 +3	+0%	+$82	0.14%	157
2024 Q2	$175K	Buy	+6,744	New	+$176K	0.13%	164

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

1620 Investment Advisors's SCHD Position: Q2 2026 in Review

1620 Investment Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 20% in Q2 2026, selling an estimated $81.2K and leaving 10,011 shares worth $317K. The position accounts for 0.2% of the portfolio, ranked #127.

1620 Investment Advisors first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. The position peaked at $434K in Q3 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

1620 Investment Advisors held 10,011 shares of Schwab US Dividend Equity ETF worth $317K as of Q2 2026.
1620 Investment Advisors sold 2,558 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $81.2K.
Schwab US Dividend Equity ETF made up 0.2% of 1620 Investment Advisors's portfolio in Q2 2026, its #127 holding.
1620 Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Schwab US Dividend Equity ETF position peaked at $434K in Q3 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.