Armis Advisers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Armis Advisers’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 Q3	$2.76M	Buy	82,994 +7,366	+10%	+$248K	0.23%	77
2026 Q2	$2.44M	Buy	75,628 +8,361	+12%	+$265K	0.22%	75
2026 Q1	$2.14M	Sell	67,267 -4,274	-6%	-$130K	0.21%	83
2025 Q4	$2.17M	Sell	71,541 -19,488	-21%	-$530K	0.24%	66
2025 Q3	$2.42M	Sell	91,029 -683,865	-88%	-$18.7M	0.22%	71
2025 Q2	$21.1M	Buy	774,894 +211,815	+38%	+$5.53M	1.67%	10
2025 Q1	$14.6M	Buy	563,079 +551,091	+4,597%	+$15.4M	1.36%	15
2024 Q4	$328K	Buy	+11,988	New	+$341K	0.04%	249

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Armis Advisers's SCHD Position: Q3 2026 in Review

Armis Advisers increased its Schwab US Dividend Equity ETF (SCHD) stake by 9.7% in Q3 2026, buying an estimated $248K and bringing the position to 82,994 shares worth $2.76M. The position accounts for 0.23% of the portfolio, ranked #77.

Armis Advisers first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. The position peaked at $21.1M in Q2 2025. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Armis Advisers held 82,994 shares of Schwab US Dividend Equity ETF worth $2.76M as of Q3 2026.
Armis Advisers bought 7,366 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $248K.
Schwab US Dividend Equity ETF made up 0.23% of Armis Advisers's portfolio in Q3 2026, its #77 holding.
Armis Advisers first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
Armis Advisers's Schwab US Dividend Equity ETF position peaked at $21.1M in Q2 2025.
2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.