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

Cary Street Partners’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	$8.2M	Sell	258,744 -61,799	-19%	-$1.96M	0.18%	132
2026 Q1	$9.83M	Sell	320,543 -6,110	-2%	-$185K	0.24%	95
2025 Q4	$8.96M	Sell	326,653 -111,818	-26%	-$3.04M	0.22%	106
2025 Q3	$12M	Sell	438,471 -1,253	-0.3%	-$34.2K	0.31%	80
2025 Q2	$11.7M	Buy	439,724 +39,879	+10%	+$1.04M	0.33%	75
2025 Q1	$11.2M	Sell	399,845 -14,633	-4%	-$408K	0.35%	71
2024 Q4	$11.3M	Buy	+414,478	New	+$11.8M	0.37%	69

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

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

Cary Street Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 19% in Q2 2026, selling an estimated $1.96M and leaving 258,744 shares worth $8.2M. The position accounts for 0.18% of the portfolio, ranked #132.

Cary Street Partners first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $12M in Q3 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cary Street Partners held 258,744 shares of Schwab US Dividend Equity ETF worth $8.2M as of Q2 2026.
Cary Street Partners sold 61,799 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.96M.
Schwab US Dividend Equity ETF made up 0.18% of Cary Street Partners's portfolio in Q2 2026, its #132 holding.
Cary Street Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Schwab US Dividend Equity ETF position peaked at $12M in Q3 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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