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Aspiriant LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Aspiriant LLC’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 		$1.35M Buy
42,417
+6,232
+17% +$198K 0.03% 149
2026
Q1 		$1.11M Sell
36,185
-9,467
-21% -$287K 0.03% 148
2025
Q4 		$1.25M Buy
45,652
+5,543
+14% +$151K 0.04% 145
2025
Q3 		$1.09M Sell
40,109
-5,230
-12% -$143K 0.03% 140
2025
Q2 		$1.2M Sell
45,339
-5,034
-10% -$131K 0.04% 135
2025
Q1 		$1.41M Buy
50,373
+382
+0.8% +$10.6K 0.05% 116
2024
Q4 		$1.37M Buy
49,991
+4,304
+9% +$122K 0.05% 123
2024
Q3 		$1.29M Sell
45,687
-426
-0.9% -$11.6K 0.05% 125
2024
Q2 		$1.2M Buy
46,113
+279
+0.6% +$7.26K 0.05% 130
2024
Q1 		$1.23M Sell
45,834
-519
-1% -$13.4K 0.05% 132
2023
Q4 		$1.18M Sell
46,353
-756
-2% -$18K 0.05% 133
2023
Q3 		$1.11M Sell
47,109
-3,891
-8% -$95.5K 0.06% 126
2023
Q2 		$1.23M Buy
51,000
+14,712
+41% +$352K 0.06% 116
2023
Q1 		$885K Sell
36,288
-243
-0.7% -$6.08K 0.05% 140
2022
Q4 		$920K Sell
36,531
-330
-0.9% -$8.14K 0.05% 134
2022
Q3 		$815K Buy
36,861
+20,727
+128% +$504K 0.04% 131
2022
Q2 		$386K Buy
16,134
+639
+4% +$16.3K 0.02% 186
2022
Q1 		$408K Sell
15,495
-942
-6% -$24.7K 0.02% 194
2021
Q4 		$442K Buy
16,437
+1,560
+10% +$40.5K 0.02% 186
2021
Q3 		$368K Sell
14,877
-5,538
-27% -$141K 0.02% 179
2021
Q2 		$514K Sell
20,415
-17,595
-46% -$444K 0.03% 158
2021
Q1 		$924K Sell
38,010
-1,455
-4% -$33.1K 0.06% 112
2020
Q4 		$844K Buy
39,465
+17,610
+81% +$357K 0.06% 114
2020
Q3 		$402K Hold
21,855
– – 0.03% 164
2020
Q2 		$377K Hold
21,855
– – 0.04% 147
2020
Q1 		$327K Sell
21,855
-1,278
-6% -$22.9K 0.03% 150
2019
Q4 		$446K Hold
23,133
– – 0.04% 145
2019
Q3 		$422K Sell
23,133
-19,011
-45% -$340K 0.04% 159
2019
Q2 		$745K Buy
42,144
+19,011
+82% +$334K 0.06% 129
2019
Q1 		$403K Hold
23,133
– – 0.03% 158
2018
Q4 		$362K Buy
+23,133
New +$386K 0.03% 169

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Aspiriant LLC's SCHD Position: Q2 2026 in Review

Aspiriant LLC increased its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q2 2026, buying an estimated $198K and bringing the position to 42,417 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #149.

Aspiriant LLC first reported a position in SCHD in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.41M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Aspiriant LLC held 42,417 shares of Schwab US Dividend Equity ETF worth $1.35M as of Q2 2026.
  • Aspiriant LLC bought 6,232 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $198K.
  • Schwab US Dividend Equity ETF made up 0.03% of Aspiriant LLC's portfolio in Q2 2026, its #149 holding.
  • Aspiriant LLC first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 31 quarters since.
  • Aspiriant LLC's Schwab US Dividend Equity ETF position peaked at $1.41M in Q1 2025.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.