Astoria Portfolio Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Astoria Portfolio Advisors’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	$2.07M	Buy	65,420 +2,657	+4%	+$84.3K	0.35%	45
2026 Q1	$1.95M	Buy	62,763 +2,905	+5%	+$88.1K	0.42%	37
2025 Q4	$1.89M	Buy	59,858 +2,684	+5%	+$73K	0.43%	36
2025 Q3	$1.55M	Sell	57,174 -2,316	-4%	-$63.2K	0.41%	36
2025 Q2	$1.62M	Sell	59,490 -3,313	-5%	-$86.5K	0.46%	37
2025 Q1	$1.6M	Buy	62,803 +7,054	+13%	+$197K	0.54%	36
2024 Q4	$1.53M	Sell	55,749 -63,303	-53%	-$1.8M	0.55%	32
2024 Q3	$1.13M	Buy	119,052 +78,960	+197%	+$2.15M	0.39%	50
2024 Q2	$1.04M	Sell	40,092 -423	-1%	-$11K	0.37%	47
2024 Q1	$1.03M	Sell	40,515 -1,758	-4%	-$45.4K	0.4%	45
2023 Q4	$1.08M	Sell	42,273 -654	-2%	-$15.6K	0.44%	39
2023 Q3	$976K	Sell	42,927 -2,199	-5%	-$54K	0.47%	36
2023 Q2	$1.11M	Sell	45,126 -4,449	-9%	-$106K	0.43%	36
2023 Q1	$1.2M	Buy	49,575 +1,263	+3%	+$31.6K	0.51%	29
2022 Q4	$1.22M	Sell	48,312 -1,971	-4%	-$48.6K	0.57%	29
2022 Q3	$1.11M	Sell	50,283 -1,743	-3%	-$42.3K	0.76%	26
2022 Q2	$1.24M	Buy	52,026 +294	+0.6%	+$7.48K	0.91%	24
2022 Q1	$1.36M	Buy	51,732 +20,646	+66%	+$541K	1.06%	23
2021 Q4	$838K	Buy	+31,086	New	+$808K	0.66%	35

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

Astoria Portfolio Advisors's SCHD Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.2% in Q2 2026, buying an estimated $84.3K and bringing the position to 65,420 shares worth $2.07M. The position accounts for 0.35% of the portfolio, ranked #45.

Astoria Portfolio Advisors first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Astoria Portfolio Advisors held 65,420 shares of Schwab US Dividend Equity ETF worth $2.07M as of Q2 2026.
Astoria Portfolio Advisors bought 2,657 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $84.3K.
Schwab US Dividend Equity ETF made up 0.35% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #45 holding.
Astoria Portfolio Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.