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Copper Harbor Investment Advisors, LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Copper Harbor Investment Advisors, 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 		$6.02M Buy
+189,804
New +$6.02M 1.27% 23

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Copper Harbor Investment Advisors, LLC's SCHD Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 189,804 shares worth $6.02M. The stake represents 1.27% of the portfolio and ranks #23 among its holdings.

770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 189,804 shares of Schwab US Dividend Equity ETF worth $6.02M as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • Schwab US Dividend Equity ETF made up 1.27% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #23 holding.
  • 770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.