Aldebaran Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Aldebaran Financial’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	$682K	Hold	21,500	–	–	0.55%	40
2026 Q1	$660K	Hold	21,500	–	–	0.63%	41
2025 Q4	$594K	Hold	21,500	–	–	0.55%	42
2025 Q3	$587K	Sell	21,500 -24	-0.1%	-$655	0.59%	43
2025 Q2	$570K	Hold	21,524	–	–	0.63%	40
2025 Q1	$602K	Hold	21,524	–	–	0.74%	38
2024 Q4	$586K	Buy	+21,524	New	+$612K	0.69%	41
2017 Q4	–	Sell	-58,257	Closed	-$909K	–	95
2017 Q3	$909K	Buy	58,257 +21	+0%	+$321	0.63%	52
2017 Q2	$875K	Buy	58,236 +24	+0%	+$360	0.64%	50
2017 Q1	$865K	Buy	58,212 +24	+0%	+$354	0.66%	49
2016 Q4	$845K	Buy	58,188 +27	+0%	+$383	0.67%	53
2016 Q3	$820K	Buy	58,161 +18	+0%	+$254	0.65%	55
2016 Q2	$811K	Buy	58,143 +24	+0%	+$323	0.65%	53
2016 Q1	$777K	Buy	58,119 +24	+0%	+$304	0.68%	50
2015 Q4	$741K	Buy	58,095 +21	+0%	+$271	0.69%	48
2015 Q3	$696K	Buy	+58,074	New	+$725K	0.66%	49

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

Aldebaran Financial's SCHD Position: Q2 2026 in Review

Aldebaran Financial held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 21,500 shares worth $682K. The position accounts for 0.55% of the portfolio, ranked #40.

Aldebaran Financial first reported a position in SCHD in Q3 2015 and has held it in 16 quarters since. The position peaked at $909K in Q3 2017. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Aldebaran Financial held 21,500 shares of Schwab US Dividend Equity ETF worth $682K as of Q2 2026.
Aldebaran Financial left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.55% of Aldebaran Financial's portfolio in Q2 2026, its #40 holding.
Aldebaran Financial first reported a position in Schwab US Dividend Equity ETF in Q3 2015 and has held it in 16 quarters since.
Aldebaran Financial's Schwab US Dividend Equity ETF position peaked at $909K in Q3 2017.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Aldebaran Financial's 13F filing for Q2 2026, filed 13 Aug 2026.