Cheviot Value Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cheviot Value Management’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	$142K	Buy	4,465 +9	+0.2%	+$286	0.01%	147
2026 Q1	$137K	Buy	4,456 +10	+0.2%	+$303	0.01%	148
2025 Q4	$130K	Buy	4,446 +12	+0.3%	+$326	0.01%	151
2025 Q3	$120K	Buy	4,434 +11	+0.2%	+$300	0.01%	160
2025 Q2	$119K	Buy	4,423 +11	+0.2%	+$287	0.01%	143
2025 Q1	$114K	Buy	+4,412	New	+$123K	0.01%	144

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

Cheviot Value Management's SCHD Position: Q2 2026 in Review

Cheviot Value Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.2% in Q2 2026, buying an estimated $286 and bringing the position to 4,465 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #147.

Cheviot Value Management first reported a position in SCHD in Q1 2025 and has held it in 6 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cheviot Value Management held 4,465 shares of Schwab US Dividend Equity ETF worth $142K as of Q2 2026.
Cheviot Value Management bought 9 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $286.
Schwab US Dividend Equity ETF made up 0.01% of Cheviot Value Management's portfolio in Q2 2026, its #147 holding.
Cheviot Value Management first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 6 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.