Banque Transatlantique’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Banque Transatlantique’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	$1.55M	Buy	+49,015	New	+$1.55M	0.03%	135

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Banque Transatlantique's SCHD Position: Q2 2026 in Review

Banque Transatlantique opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 49,015 shares worth $1.55M. The stake represents 0.03% of the portfolio and ranks #135 among its holdings.

1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Banque Transatlantique held 49,015 shares of Schwab US Dividend Equity ETF worth $1.55M as of Q2 2026.
Schwab US Dividend Equity ETF was a new Banque Transatlantique position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.03% of Banque Transatlantique's portfolio in Q2 2026, its #135 holding.
1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Banque Transatlantique's 13F filing for Q2 2026, filed 30 Jul 2026.