Accordant Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Accordant Advisory Group’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	$170K	Hold	5,350	–	–	0.11%	53
2026 Q1	$164K	Sell	5,350 -1,655	-24%	-$50.2K	0.1%	49
2025 Q4	$192K	Sell	7,005 -101,370	-94%	-$2.76M	0.13%	51
2025 Q3	$2.96M	Buy	108,375 +291	+0.3%	+$7.94K	2.01%	16
2025 Q2	$2.86M	Buy	108,084 +99,539	+1,165%	+$2.6M	2.13%	17
2025 Q1	$239K	Buy	8,545 +2,470	+41%	+$68.9K	0.23%	33
2024 Q4	$166K	Hold	6,075	–	–	0.16%	47
2024 Q3	$171K	Buy	6,075 +75	+1%	+$2.04K	0.14%	49
2024 Q2	$156K	Sell	6,000 -2,700	-31%	-$70.3K	0.15%	55
2024 Q1	$234K	Buy	+8,700	New	+$225K	0.17%	75

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

Accordant Advisory Group's SCHD Position: Q2 2026 in Review

Accordant Advisory Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 5,350 shares worth $170K. The position accounts for 0.11% of the portfolio, ranked #53.

Accordant Advisory Group first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.96M in Q3 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Accordant Advisory Group held 5,350 shares of Schwab US Dividend Equity ETF worth $170K as of Q2 2026.
Accordant Advisory Group left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.11% of Accordant Advisory Group's portfolio in Q2 2026, its #53 holding.
Accordant Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
Accordant Advisory Group's Schwab US Dividend Equity ETF position peaked at $2.96M in Q3 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.