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

Cambridge Investment Research 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	$211M	Buy	6,650,047 +106,734	+2%	+$3.39M	0.47%	29
2026 Q1	$201M	Buy	6,543,313 +173,869	+3%	+$5.27M	0.52%	23
2025 Q4	$175M	Sell	6,369,444 -521,362	-8%	-$14.2M	0.46%	31
2025 Q3	$188M	Buy	6,890,806 +38,268	+0.6%	+$1.04M	0.52%	26
2025 Q2	$182M	Buy	6,852,538 +84,206	+1%	+$2.2M	0.55%	20
2025 Q1	$189M	Sell	6,768,332 -331,630	-5%	-$9.24M	0.64%	14
2024 Q4	$194M	Buy	7,099,962 +390,564	+6%	+$11.1M	0.65%	15
2024 Q3	$189M	Buy	6,709,398 +312,258	+5%	+$8.51M	0.64%	14
2024 Q2	$166M	Sell	6,397,140 -410,976	-6%	-$10.7M	0.61%	16
2024 Q1	$183M	Buy	6,808,116 +282,423	+4%	+$7.3M	0.7%	14
2023 Q4	$166M	Buy	6,525,693 +307,194	+5%	+$7.32M	0.71%	14
2023 Q3	$147M	Sell	6,218,499 -134,733	-2%	-$3.31M	0.68%	15
2023 Q2	$154M	Buy	6,353,232 +276,138	+5%	+$6.6M	0.7%	13
2023 Q1	$148M	Buy	6,077,094 +427,461	+8%	+$10.7M	0.73%	14
2022 Q4	$142M	Buy	5,649,633 +429,864	+8%	+$10.6M	0.74%	15
2022 Q3	$116M	Buy	5,219,769 +1,259,658	+32%	+$30.6M	0.65%	18
2022 Q2	$94.6M	Buy	3,960,111 +978,186	+33%	+$24.9M	0.51%	29
2022 Q1	$78.4M	Buy	2,981,925 +573,822	+24%	+$15M	0.36%	45
2021 Q4	$64.9M	Buy	2,408,103 +375,327	+18%	+$9.75M	0.29%	57
2021 Q3	$50.3M	Buy	2,032,776 +17,580	+0.9%	+$447K	0.25%	72
2021 Q2	$50.8M	Buy	2,015,196 +619,623	+44%	+$15.6M	0.24%	74
2021 Q1	$33.9M	Buy	1,395,573 +325,716	+30%	+$7.41M	0.18%	104
2020 Q4	$22.9M	Buy	1,069,857 +12,213	+1%	+$248K	0.13%	152
2020 Q3	$19.5M	Buy	1,057,644 +2,496	+0.2%	+$45.9K	0.13%	166
2020 Q2	$18.2M	Sell	1,055,148 -37,677	-3%	-$636K	0.14%	153
2020 Q1	$16.4M	Sell	1,092,825 -692,409	-39%	-$12.4M	0.16%	138
2019 Q4	$34.5M	Sell	1,785,234 -110,961	-6%	-$2.08M	0.27%	77
2019 Q3	$34.6M	Buy	1,896,195 +221,358	+13%	+$3.96M	0.3%	64
2019 Q2	$29.6M	Buy	1,674,837 +17,829	+1%	+$314K	0.27%	81
2019 Q1	$28.9M	Sell	1,657,008 -67,464	-4%	-$1.13M	0.28%	71
2018 Q4	$27M	Buy	1,724,472 +18,168	+1%	+$303K	0.3%	65
2018 Q3	$30.1M	Sell	1,706,304 -78,606	-4%	-$1.36M	0.29%	66
2018 Q2	$29.3M	Buy	1,784,910 +444,375	+33%	+$7.31M	0.31%	59
2018 Q1	$21.9M	Buy	1,340,535 +267,201	+25%	+$4.56M	0.25%	89
2017 Q4	$18.3M	Buy	1,073,334 +194,016	+22%	+$3.19M	0.22%	102
2017 Q3	$13.7M	Buy	879,318 +193,572	+28%	+$2.96M	0.18%	113
2017 Q2	$10.3M	Buy	685,746 +129,672	+23%	+$1.95M	0.15%	125
2017 Q1	$8.26M	Buy	556,074 +89,199	+19%	+$1.31M	0.14%	134
2016 Q4	$6.78M	Buy	466,875 +78,471	+20%	+$1.11M	0.13%	147
2016 Q3	$5.48M	Buy	388,404 +102,990	+36%	+$1.45M	0.1%	181
2016 Q2	$3.94M	Buy	285,414 +144,855	+103%	+$1.95M	0.08%	228
2016 Q1	$1.88M	Sell	140,559 -23,457	-14%	-$297K	0.04%	367
2015 Q4	$2.11M	Buy	164,016 +2,163	+1%	+$27.9K	0.05%	344
2015 Q3	$1.94M	Buy	161,853 +11,301	+8%	+$141K	0.06%	315
2015 Q2	$1.92M	Buy	150,552 +5,619	+4%	+$74.4K	0.05%	323
2015 Q1	$1.9M	Buy	144,933 +39,120	+37%	+$520K	0.05%	328
2014 Q4	$1.41M	Buy	105,813 +22,098	+26%	+$289K	0.04%	385
2014 Q3	$1.08M	Buy	83,715 +50,859	+155%	+$654K	0.03%	492
2014 Q2	$419K	Buy	32,856 +6,645	+25%	+$83.3K	0.01%	835
2014 Q1	$322K	Sell	26,211 -14,172	-35%	-$170K	0.01%	926
2013 Q4	$493K	Buy	40,383 +5,319	+15%	+$62.8K	0.02%	659
2013 Q3	$393K	Buy	35,064 +6,123	+21%	+$69.1K	0.02%	720
2013 Q2	$315K	Buy	+28,941	New	+$317K	0.02%	739

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 Investment Research Advisors's SCHD Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.6% in Q2 2026, buying an estimated $3.39M and bringing the position to 6,650,047 shares worth $211M. The position accounts for 0.47% of the portfolio, ranked #29.

Cambridge Investment Research Advisors first reported a position in SCHD in Q2 2013 and has held it in 53 quarters since. 2,127 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cambridge Investment Research Advisors held 6,650,047 shares of Schwab US Dividend Equity ETF worth $211M as of Q2 2026.
Cambridge Investment Research Advisors bought 106,734 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.39M.
Schwab US Dividend Equity ETF made up 0.47% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #29 holding.
Cambridge Investment Research Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2013 and has held it in 53 quarters since.
2,127 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.