Cary Street Partners Investment Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cary Street Partners Investment 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	$645K	Sell	20,353 -11,057	-35%	-$351K	0.13%	163
2026 Q1	$964K	Buy	31,410 +1,489	+5%	+$45.2K	0.25%	98
2025 Q4	$821K	Buy	29,921 +21,323	+248%	+$580K	0.22%	113
2025 Q3	$235K	Buy	8,598 +6,744	+364%	+$184K	0.1%	232
2025 Q2	$49.1K	Hold	1,854	–	–	0.02%	398
2025 Q1	$51.8K	Hold	1,854	–	–	0.03%	362
2024 Q4	$50.7K	Sell	1,854 -241,050	-99%	-$6.85M	0.03%	317
2024 Q3	$6.84M	Buy	242,904 +1,503	+0.6%	+$40.9K	0.25%	101
2024 Q2	$6.26M	Sell	241,401 -29,673	-11%	-$772K	0.25%	104
2024 Q1	$7.29M	Sell	271,074 -207	-0.1%	-$5.35K	0.31%	89
2023 Q4	$6.88M	Buy	271,281 +3,513	+1%	+$83.7K	0.33%	82
2023 Q3	$6.32M	Sell	267,768 -6,741	-2%	-$165K	0.34%	74
2023 Q2	$6.64M	Buy	274,509 +9,741	+4%	+$233K	0.43%	58
2023 Q1	$6.46M	Sell	264,768 -1,458	-0.5%	-$36.5K	0.46%	60
2022 Q4	$6.7M	Sell	266,226 -1,479	-0.6%	-$36.5K	0.49%	58
2022 Q3	$5.93M	Buy	267,705 +17,685	+7%	+$430K	0.49%	57
2022 Q2	$5.97M	Buy	250,020 +198,129	+382%	+$5.04M	0.51%	61
2022 Q1	$1.36M	Buy	+51,891	New	+$1.36M	0.37%	82

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

Cary Street Partners Investment Advisory's SCHD Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Schwab US Dividend Equity ETF (SCHD) stake by 35% in Q2 2026, selling an estimated $351K and leaving 20,353 shares worth $645K. The position accounts for 0.13% of the portfolio, ranked #163.

Cary Street Partners Investment Advisory first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.29M in Q1 2024. 1,710 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cary Street Partners Investment Advisory held 20,353 shares of Schwab US Dividend Equity ETF worth $645K as of Q2 2026.
Cary Street Partners Investment Advisory sold 11,057 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $351K.
Schwab US Dividend Equity ETF made up 0.13% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #163 holding.
Cary Street Partners Investment Advisory first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
Cary Street Partners Investment Advisory's Schwab US Dividend Equity ETF position peaked at $7.29M in Q1 2024.
1,710 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.