Carson Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Carson Advisory’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	$226K	Buy	7,133 +416	+6%	+$13.2K	0.1%	188
2026 Q1	$206K	Buy	+6,717	New	+$204K	0.11%	179
2024 Q4	–	Sell	-13,197	Closed	-$372K	–	180
2024 Q3	$372K	Sell	13,197 -1,020	-7%	-$27.8K	0.23%	105
2024 Q2	$368K	Sell	14,217 -375	-3%	-$9.76K	0.26%	100
2024 Q1	$392K	Sell	14,592 -945	-6%	-$24.4K	0.28%	96
2023 Q4	$394K	Sell	15,537 -963	-6%	-$22.9K	0.31%	94
2023 Q3	$389K	Sell	16,500 -2,781	-14%	-$68.2K	0.34%	89
2023 Q2	$467K	Sell	19,281 -3,204	-14%	-$76.6K	0.39%	83
2023 Q1	$548K	Buy	22,485 +9,288	+70%	+$232K	0.49%	69
2022 Q4	$332K	Buy	13,197 +1,230	+10%	+$30.4K	0.32%	83
2022 Q3	$265K	Sell	11,967 -2,619	-18%	-$63.6K	0.29%	92
2022 Q2	$348K	Buy	14,586 +2,697	+23%	+$68.6K	0.39%	73
2022 Q1	$313K	Buy	11,889 +1,419	+14%	+$37.2K	0.31%	86
2021 Q4	$282K	Buy	+10,470	New	+$272K	0.29%	90

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

Carson Advisory's SCHD Position: Q2 2026 in Review

Carson Advisory increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.2% in Q2 2026, buying an estimated $13.2K and bringing the position to 7,133 shares worth $226K. The position accounts for 0.1% of the portfolio, ranked #188.

Carson Advisory first reported a position in SCHD in Q4 2021 and has held it in 14 quarters since. The position peaked at $548K in Q1 2023. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Carson Advisory held 7,133 shares of Schwab US Dividend Equity ETF worth $226K as of Q2 2026.
Carson Advisory bought 416 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $13.2K.
Schwab US Dividend Equity ETF made up 0.1% of Carson Advisory's portfolio in Q2 2026, its #188 holding.
Carson Advisory first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 14 quarters since.
Carson Advisory's Schwab US Dividend Equity ETF position peaked at $548K in Q1 2023.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.