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Autumn Glory Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Autumn Glory Partners’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 		– Sell
-11,572
Closed -$355K – 227
2026
Q1 		$355K Hold
11,572
– – 0.13% 153
2025
Q4 		$317K Buy
+11,572
New +$315K 0.11% 159

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RIM
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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 22.9% 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

Autumn Glory Partners's SCHD Position: Q2 2026 in Review

Autumn Glory Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 11,572 shares — an estimated $355K sold.

Autumn Glory Partners first reported a position in SCHD in Q4 2025 and held it in 2 quarters. The position peaked at $355K in Q1 2026. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Autumn Glory Partners reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Autumn Glory Partners sold 11,572 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $355K.
  • Autumn Glory Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and held it in 2 quarters.
  • Autumn Glory Partners's Schwab US Dividend Equity ETF position peaked at $355K in Q1 2026.
  • 2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.