Arax Advisory Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Arax Advisory Partners’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	$23.7M	Buy	746,317 +513,104	+220%	+$16.3M	0.16%	133
2026 Q1	$7.15M	Buy	233,213 +48,310	+26%	+$1.47M	0.2%	104
2025 Q4	$5.08M	Buy	+184,903	New	+$5.03M	0.15%	122
2025 Q3	–	Sell	-198,142	Closed	-$5.3M	–	4159
2025 Q2	$5.3M	Sell	198,142 -1,069	-0.5%	-$27.9K	0.24%	80
2025 Q1	$5.57M	Sell	199,211 -39,756	-17%	-$1.11M	0.36%	53
2024 Q4	$6.53M	Buy	238,967 +43,907	+23%	+$1.25M	0.41%	48
2024 Q3	$5.5M	Buy	195,060 +2,502	+1%	+$68.2K	0.49%	36
2024 Q2	$4.99M	Sell	192,558 -5,571	-3%	-$145K	0.49%	37
2024 Q1	$5.33M	Sell	198,129 -15,165	-7%	-$392K	0.56%	35
2023 Q4	$5.41M	Buy	213,294 +717	+0.3%	+$17.1K	0.6%	33
2023 Q3	$5.01M	Buy	212,577 +13,293	+7%	+$326K	0.62%	34
2023 Q2	$4.82M	Buy	199,284 +7,998	+4%	+$191K	0.62%	35
2023 Q1	$4.66M	Sell	191,286 -4,641	-2%	-$116K	0.62%	35
2022 Q4	$4.93M	Sell	195,927 -19,917	-9%	-$492K	0.68%	35
2022 Q3	$4.78M	Buy	215,844 +10,479	+5%	+$255K	0.75%	28
2022 Q2	$4.9M	Buy	205,365 +10,572	+5%	+$269K	0.74%	28
2022 Q1	$5.12M	Buy	194,793 +6,918	+4%	+$181K	0.68%	34
2021 Q4	$5.06M	Buy	187,875 +1,329	+0.7%	+$34.5K	0.64%	31
2021 Q3	$4.62M	Buy	186,546 +6,837	+4%	+$174K	0.63%	29
2021 Q2	$4.53M	Buy	+179,709	New	+$4.54M	0.62%	32
2020 Q4	$3.95M	Sell	184,935 -12,729	-6%	-$258K	0.59%	34
2020 Q3	$3.64M	Sell	197,664 -10,242	-5%	-$188K	0.61%	35
2020 Q2	$3.59M	Sell	207,906 -8,541	-4%	-$144K	0.64%	33
2020 Q1	$3.25M	Buy	216,447 +214,983	+14,685%	+$3.86M	0.75%	30
2019 Q4	$28K	Buy	1,464 +21	+1%	+$393	0.01%	392
2019 Q3	$26K	Buy	1,443 +9	+0.6%	+$161	0.01%	394
2019 Q2	$25K	Buy	+1,434	New	+$25.2K	0.01%	392
2018 Q4	$7K	Sell	417 -1,041	-71%	-$17.4K	﹤0.01%	469
2018 Q3	$26K	Buy	+1,458	New	+$25.2K	0.01%	368

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

Arax Advisory Partners's SCHD Position: Q2 2026 in Review

Arax Advisory Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 220% in Q2 2026, buying an estimated $16.3M and bringing the position to 746,317 shares worth $23.7M. The position accounts for 0.16% of the portfolio, ranked #133.

Arax Advisory Partners first reported a position in SCHD in Q3 2018 and has held it in 29 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Arax Advisory Partners held 746,317 shares of Schwab US Dividend Equity ETF worth $23.7M as of Q2 2026.
Arax Advisory Partners bought 513,104 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $16.3M.
Schwab US Dividend Equity ETF made up 0.16% of Arax Advisory Partners's portfolio in Q2 2026, its #133 holding.
Arax Advisory Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2018 and has held it in 29 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.