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 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

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

Armis Advisers's SCHD Position: Q2 2026 in Review

Armis Advisers increased its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q2 2026, buying an estimated $265K and bringing the position to 75,628 shares worth $2.44M. The position accounts for 0.22% of the portfolio, ranked #75.

Armis Advisers first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.1M in Q2 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Armis Advisers held 75,628 shares of Schwab US Dividend Equity ETF worth $2.44M as of Q2 2026.
Armis Advisers bought 8,361 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $265K.
Schwab US Dividend Equity ETF made up 0.22% of Armis Advisers's portfolio in Q2 2026, its #75 holding.
Armis Advisers first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's Schwab US Dividend Equity ETF position peaked at $21.1M in Q2 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.