Advisor OS’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Advisor OS’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	$901K	Sell	28,411 -1,765	-6%	-$56K	0.06%	212
2026 Q1	$926K	Buy	30,176 +200	+0.7%	+$6.07K	0.07%	192
2025 Q4	$822K	Buy	29,976 +8,945	+43%	+$243K	0.07%	189
2025 Q3	$574K	Buy	21,031 +857	+4%	+$23.4K	0.05%	235
2025 Q2	$535K	Buy	20,174 +6,826	+51%	+$178K	0.05%	244
2025 Q1	$373K	Buy	13,348 +1,007	+8%	+$28.1K	0.04%	280
2024 Q4	$337K	Buy	12,341 +5,087	+70%	+$145K	0.04%	298
2024 Q3	$204K	Buy	+7,254	New	+$198K	0.02%	392

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

Advisor OS's SCHD Position: Q2 2026 in Review

Advisor OS reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.8% in Q2 2026, selling an estimated $56K and leaving 28,411 shares worth $901K. The position accounts for 0.06% of the portfolio, ranked #212.

Advisor OS first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. The position peaked at $926K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Advisor OS held 28,411 shares of Schwab US Dividend Equity ETF worth $901K as of Q2 2026.
Advisor OS sold 1,765 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $56K.
Schwab US Dividend Equity ETF made up 0.06% of Advisor OS's portfolio in Q2 2026, its #212 holding.
Advisor OS first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
Advisor OS's Schwab US Dividend Equity ETF position peaked at $926K in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.