Arrowroot Family Office’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Arrowroot Family Office’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	$7.8M	Sell	246,074 -3,664	-1%	-$116K	2.23%	8
2026 Q1	$7.66M	Sell	249,738 -8,709	-3%	-$264K	2.53%	8
2025 Q4	$7.09M	Sell	258,447 -3,238	-1%	-$88K	2.58%	9
2025 Q3	$7.14M	Sell	261,685 -822	-0.3%	-$22.4K	2.85%	7
2025 Q2	$6.96M	Buy	+262,507	New	+$6.86M	3.12%	6
2024 Q4	$5.34M	Buy	195,590 +1,805	+0.9%	+$51.3K	2.78%	7
2024 Q3	$5.46M	Sell	193,785 -5,289	-3%	-$144K	3.18%	7
2024 Q2	$5.16M	Sell	199,074 -7,095	-3%	-$185K	3.3%	6
2024 Q1	$5.54M	Sell	206,169 -24,603	-11%	-$636K	3.55%	4
2023 Q4	$5.86M	Sell	230,772 -4,089	-2%	-$97.4K	4.14%	3
2023 Q3	$5.54M	Buy	234,861 +13,239	+6%	+$325K	4.37%	4
2023 Q2	$5.36M	Buy	221,622 +92,784	+72%	+$2.22M	4.06%	2
2023 Q1	$3.14M	Buy	+128,838	New	+$3.22M	2.68%	5

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

Arrowroot Family Office's SCHD Position: Q2 2026 in Review

Arrowroot Family Office reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.5% in Q2 2026, selling an estimated $116K and leaving 246,074 shares worth $7.8M. The position accounts for 2.23% of the portfolio, ranked #8.

Arrowroot Family Office first reported a position in SCHD in Q1 2023 and has held it in 13 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Arrowroot Family Office held 246,074 shares of Schwab US Dividend Equity ETF worth $7.8M as of Q2 2026.
Arrowroot Family Office sold 3,664 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $116K.
Schwab US Dividend Equity ETF made up 2.23% of Arrowroot Family Office's portfolio in Q2 2026, its #8 holding.
Arrowroot Family Office first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 13 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.