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

Cambridge 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	$4.05M	Sell	127,686 -2,530	-2%	-$80.3K	0.7%	24
2026 Q1	$4M	Sell	130,216 -510	-0.4%	-$15.5K	0.78%	24
2025 Q4	$3.59M	Sell	130,726 -2,282	-2%	-$62K	0.68%	25
2025 Q3	$3.63M	Buy	133,008 +2,765	+2%	+$75.4K	0.71%	23
2025 Q2	$3.45M	Sell	130,243 -23,359	-15%	-$610K	0.72%	22
2025 Q1	$4.29M	Buy	153,602 +74	+0%	+$2.06K	0.94%	20
2024 Q4	$4.19M	Buy	153,528 +2,097	+1%	+$59.6K	0.94%	20
2024 Q3	$4.27M	Sell	151,431 -3,039	-2%	-$82.8K	0.93%	19
2024 Q2	$4M	Sell	154,470 -2,130	-1%	-$55.4K	0.93%	19
2024 Q1	$4.21M	Sell	156,600 -11,874	-7%	-$307K	0.99%	19
2023 Q4	$4.28M	Sell	168,474 -10,920	-6%	-$260K	1.07%	19
2023 Q3	$4.23M	Sell	179,394 -7,842	-4%	-$192K	1.14%	18
2023 Q2	$4.53M	Sell	187,236 -1,983	-1%	-$47.4K	1.16%	18
2023 Q1	$4.61M	Buy	189,219 +705	+0.4%	+$17.6K	1.18%	17
2022 Q4	$4.75M	Buy	188,514 +9,021	+5%	+$223K	1.27%	16
2022 Q3	$3.98M	Buy	179,493 +48,696	+37%	+$1.18M	1.14%	16
2022 Q2	$3.12M	Buy	130,797 +10,722	+9%	+$273K	0.85%	20
2022 Q1	$3.16M	Buy	120,075 +11,187	+10%	+$293K	0.75%	21
2021 Q4	$2.93M	Buy	108,888 +3,282	+3%	+$85.3K	0.66%	23
2021 Q3	$2.61M	Sell	105,606 -627	-0.6%	-$15.9K	0.64%	24
2021 Q2	$2.68M	Buy	106,233 +4,191	+4%	+$106K	0.65%	24
2021 Q1	$2.48M	Sell	102,042 -1,005	-1%	-$22.9K	0.63%	27
2020 Q4	$2.2M	Sell	103,047 -1,539	-1%	-$31.2K	0.59%	28
2020 Q3	$1.93M	Sell	104,586 -471	-0.4%	-$8.67K	0.57%	28
2020 Q2	$1.81M	Sell	105,057 -453	-0.4%	-$7.65K	0.57%	28
2020 Q1	$1.58M	Buy	105,510 +5,982	+6%	+$107K	0.58%	28
2019 Q4	$1.92M	Sell	99,528 -5,658	-5%	-$106K	0.59%	25
2019 Q3	$1.92M	Buy	105,186 +3,897	+4%	+$69.7K	0.63%	24
2019 Q2	$1.79M	Buy	101,289 +15,279	+18%	+$269K	0.59%	27
2019 Q1	$1.5M	Sell	86,010 -18,720	-18%	-$315K	0.51%	37
2018 Q4	$1.64M	Buy	104,730 +588	+0.6%	+$9.8K	0.61%	27
2018 Q3	$1.84M	Buy	104,142 +1,227	+1%	+$21.2K	0.62%	28
2018 Q2	$1.69M	Sell	102,915 -7,500	-7%	-$123K	0.6%	32
2018 Q1	$1.8M	Buy	110,415 +18,525	+20%	+$316K	0.65%	30
2017 Q4	$1.57M	Sell	91,890 -5,343	-5%	-$87.8K	0.57%	32
2017 Q3	$1.52M	Sell	97,233 -3,396	-3%	-$51.9K	0.58%	32
2017 Q2	$1.51M	Sell	100,629 -9,843	-9%	-$148K	0.61%	31
2017 Q1	$1.64M	Sell	110,472 -1,485	-1%	-$21.9K	0.68%	29
2016 Q4	$1.63M	Buy	111,957 +3,468	+3%	+$49.2K	0.72%	28
2016 Q3	$1.53M	Buy	108,489 +5,022	+5%	+$70.9K	0.68%	30
2016 Q2	$1.43M	Buy	103,467 +2,415	+2%	+$32.6K	0.65%	32
2016 Q1	$1.35M	Buy	101,052 +7,620	+8%	+$96.6K	0.63%	36
2015 Q4	$1.2M	Buy	93,432 +5,301	+6%	+$68.3K	0.68%	36
2015 Q3	$1.06M	Buy	88,131 +17,193	+24%	+$215K	0.62%	40
2015 Q2	$905K	Buy	70,938 +255	+0.4%	+$3.38K	0.51%	53
2015 Q1	$929K	Buy	70,683 +591	+0.8%	+$7.86K	0.54%	53
2014 Q4	$931K	Buy	+70,092	New	+$917K	0.57%	52

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

Cambridge Advisors's SCHD Position: Q2 2026 in Review

Cambridge Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.9% in Q2 2026, selling an estimated $80.3K and leaving 127,686 shares worth $4.05M. The position accounts for 0.7% of the portfolio, ranked #24.

Cambridge Advisors first reported a position in SCHD in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.75M in Q4 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cambridge Advisors held 127,686 shares of Schwab US Dividend Equity ETF worth $4.05M as of Q2 2026.
Cambridge Advisors sold 2,530 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $80.3K.
Schwab US Dividend Equity ETF made up 0.7% of Cambridge Advisors's portfolio in Q2 2026, its #24 holding.
Cambridge Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2014 and has held it in 47 quarters since.
Cambridge Advisors's Schwab US Dividend Equity ETF position peaked at $4.75M in Q4 2022.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.