Blue Chip Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Blue Chip 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	$601K	Sell	18,943 -208	-1%	-$6.6K	0.04%	120
2026 Q1	$588K	Sell	19,151 -988	-5%	-$30K	0.04%	112
2025 Q4	$552K	Buy	20,139 +8,351	+71%	+$227K	0.04%	112
2025 Q3	$322K	Buy	11,788 +3,879	+49%	+$106K	0.02%	133
2025 Q2	$210K	Sell	7,909 -167	-2%	-$4.36K	0.02%	158
2025 Q1	$226K	Sell	8,076 -66	-0.8%	-$1.84K	0.02%	149
2024 Q4	$222K	Buy	8,142 +75	+0.9%	+$2.13K	0.02%	143
2024 Q3	$227K	Buy	8,067 +156	+2%	+$4.25K	0.02%	135
2024 Q2	$205K	Sell	7,911 -846	-10%	-$22K	0.02%	134
2024 Q1	$235K	Buy	8,757 +33	+0.4%	+$853	0.02%	123
2023 Q4	$221K	Sell	8,724 -3,666	-30%	-$87.4K	0.02%	129
2023 Q3	$292K	Buy	12,390 +111	+0.9%	+$2.72K	0.03%	112
2023 Q2	$297K	Buy	+12,279	New	+$293K	0.03%	121
2022 Q3	–	Sell	-23,778	Closed	-$568K	–	168
2022 Q2	$568K	Buy	23,778 +3,045	+15%	+$77.5K	0.07%	84
2022 Q1	$545K	Buy	20,733 +123	+0.6%	+$3.22K	0.07%	90
2021 Q4	$555K	Buy	20,610 +165	+0.8%	+$4.29K	0.07%	90
2021 Q3	$506K	Sell	20,445 -2,184	-10%	-$55.5K	0.07%	87
2021 Q2	$570K	Sell	22,629 -1,416	-6%	-$35.8K	0.08%	81
2021 Q1	$584K	Sell	24,045 -1,119	-4%	-$25.5K	0.09%	80
2020 Q4	$538K	Buy	25,164 +237	+1%	+$4.81K	0.08%	75
2020 Q3	$460K	Buy	24,927 +1,377	+6%	+$25.3K	0.08%	77
2020 Q2	$406K	Buy	+23,550	New	+$398K	0.08%	76
2019 Q3	–	Sell	-20,598	Closed	-$364K	–	143
2019 Q2	$364K	Hold	20,598	–	–	0.08%	95
2019 Q1	$359K	Buy	20,598 +138	+0.7%	+$2.32K	0.09%	97
2018 Q4	$320K	Buy	+20,460	New	+$341K	0.08%	112

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

Blue Chip Partners's SCHD Position: Q2 2026 in Review

Blue Chip Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.1% in Q2 2026, selling an estimated $6.6K and leaving 18,943 shares worth $601K. The position accounts for 0.04% of the portfolio, ranked #120.

Blue Chip Partners first reported a position in SCHD in Q4 2018 and has held it in 25 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Blue Chip Partners held 18,943 shares of Schwab US Dividend Equity ETF worth $601K as of Q2 2026.
Blue Chip Partners sold 208 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $6.6K.
Schwab US Dividend Equity ETF made up 0.04% of Blue Chip Partners's portfolio in Q2 2026, its #120 holding.
Blue Chip Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 25 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.