Chelsea Counsel Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Chelsea Counsel Company’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	–	Sell	-50	Closed	-$1.53K	–	243
2026 Q1	$1.53K	Buy	+50	New	+$1.52K	﹤0.01%	208
2025 Q3	–	Sell	-650	Closed	-$17.2K	–	246
2025 Q2	$17.2K	Hold	650	–	–	0.01%	166
2025 Q1	$18.2K	Hold	650	–	–	0.01%	161
2024 Q4	$17.8K	Buy	650 +500	+333%	+$14.2K	0.01%	159
2024 Q3	$4.23K	Buy	+150	New	+$4.09K	﹤0.01%	185
2023 Q1	–	Sell	-459	Closed	-$11.5K	–	161
2022 Q4	$11.5K	Buy	+459	New	+$11.3K	0.01%	146

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 22.9% 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

Chelsea Counsel Company's SCHD Position: Q2 2026 in Review

Chelsea Counsel Company sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 50 shares — an estimated $1.53K sold.

Chelsea Counsel Company first reported a position in SCHD in Q4 2022 and held it in 6 quarters. The position peaked at $18.2K in Q1 2025. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Chelsea Counsel Company reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Chelsea Counsel Company sold 50 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.53K.
Chelsea Counsel Company first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 6 quarters.
Chelsea Counsel Company's Schwab US Dividend Equity ETF position peaked at $18.2K in Q1 2025.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Chelsea Counsel Company's 13F filing for Q2 2026, filed 12 Aug 2026.