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

Ancora 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 Q1	$1.61M	Buy	52,530 +23,629	+82%	+$717K	0.03%	315
2025 Q4	$793K	Sell	28,901 -24	-0.1%	-$653	0.02%	436
2025 Q3	$790K	Sell	28,925 -1,590	-5%	-$43.4K	0.02%	465
2025 Q2	$809K	Buy	30,515 +1,259	+4%	+$32.9K	0.02%	448
2025 Q1	$818K	Sell	29,256 -3,745	-11%	-$104K	0.02%	429
2024 Q4	$902K	Buy	33,001 +5,431	+20%	+$154K	0.02%	423
2024 Q3	$777K	Buy	27,570 +1,041	+4%	+$28.4K	0.02%	435
2024 Q2	$688K	Sell	26,529 -3,393	-11%	-$88.3K	0.02%	446
2024 Q1	$804K	Buy	29,922 +1,512	+5%	+$39.1K	0.02%	427
2023 Q4	$721K	Sell	28,410 -87,006	-75%	-$2.07M	0.02%	434
2023 Q3	$2.72M	Buy	115,416 +3,645	+3%	+$89.4K	0.07%	210
2023 Q2	$2.71M	Buy	111,771 +31,695	+40%	+$757K	0.07%	205
2023 Q1	$1.95M	Buy	80,076 +43,293	+118%	+$1.08M	0.06%	251
2022 Q4	$926K	Buy	36,783 +5,844	+19%	+$144K	0.03%	370
2022 Q3	$685K	Buy	30,939 +57	+0.2%	+$1.39K	0.02%	439
2022 Q2	$737K	Buy	30,882 +261	+0.9%	+$6.64K	0.02%	435
2022 Q1	$805K	Buy	30,621 +1,548	+5%	+$40.5K	0.02%	433
2021 Q4	$783K	Buy	29,073 +5,772	+25%	+$150K	0.02%	440
2021 Q3	$577K	Buy	23,301 +27	+0.1%	+$686	0.01%	504
2021 Q2	$587K	Buy	23,274 +1,233	+6%	+$31.1K	0.02%	505
2021 Q1	$536K	Buy	22,041 +24	+0.1%	+$546	0.01%	507
2020 Q4	$471K	Buy	22,017 +33	+0.2%	+$669	0.02%	477
2020 Q3	$405K	Buy	21,984 +33	+0.2%	+$607	0.02%	472
2020 Q2	$379K	Buy	21,951 +1,530	+7%	+$25.8K	0.02%	478
2020 Q1	$306K	Buy	20,421 +33	+0.2%	+$592	0.01%	554
2019 Q4	$394K	Sell	20,388 -705	-3%	-$13.2K	0.01%	538
2019 Q3	$385K	Sell	21,093 -5,970	-22%	-$107K	0.02%	500
2019 Q2	$479K	Sell	27,063 -816	-3%	-$14.4K	0.02%	429
2019 Q1	$486K	Buy	27,879 +33	+0.1%	+$555	0.02%	429
2018 Q4	$436K	Sell	27,846 -2,304	-8%	-$38.4K	0.02%	436
2018 Q3	$533K	Buy	+30,150	New	+$522K	0.02%	467
2018 Q2	–	Sell	-14,994	Closed	-$245K	–	707
2018 Q1	$245K	Buy	14,994 +2,574	+21%	+$43.9K	0.01%	598
2017 Q4	$212K	Buy	+12,420	New	+$204K	0.01%	572
2017 Q3	–	Sell	-15,243	Closed	-$229K	–	672
2017 Q2	$229K	Buy	15,243 +60	+0.4%	+$900	0.01%	567
2017 Q1	$226K	Buy	15,183 +57	+0.4%	+$840	0.02%	561
2016 Q4	$220K	Buy	+15,126	New	+$215K	0.02%	539

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

Ancora Advisors's SCHD Position: Q1 2026 in Review

Ancora Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 82% in Q1 2026, buying an estimated $717K and bringing the position to 52,530 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #315.

Ancora Advisors first reported a position in SCHD in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.72M in Q3 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Ancora Advisors held 52,530 shares of Schwab US Dividend Equity ETF worth $1.61M as of Q1 2026.
Ancora Advisors bought 23,629 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $717K.
Schwab US Dividend Equity ETF made up 0.03% of Ancora Advisors's portfolio in Q1 2026, its #315 holding.
Ancora Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and has held it in 36 quarters since.
Ancora Advisors's Schwab US Dividend Equity ETF position peaked at $2.72M in Q3 2023.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.