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Chicago Partners Investment Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Chicago Partners Investment Group’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 		$8.17M Buy
248,991
+9,964
+4% +$316K 0.16% 110
2026
Q1 		$7.41M Sell
239,027
-834
-0.3% -$25.3K 0.17% 110
2025
Q4 		$6.99M Buy
239,861
+378
+0.2% +$10.3K 0.17% 111
2025
Q3 		$6.47M Sell
239,483
-167,581
-41% -$4.57M 0.17% 117
2025
Q2 		$11.1M Sell
407,064
-87,956
-18% -$2.3M 0.32% 66
2025
Q1 		$12.7M Sell
495,020
-129,371
-21% -$3.61M 0.42% 55
2024
Q4 		$17.1M Buy
624,391
+387,613
+164% +$11M 0.57% 40
2024
Q3 		$2.23M Buy
236,778
+137,301
+138% +$3.74M 0.08% 198
2024
Q2 		$2.75M Buy
99,477
+1,173
+1% +$30.5K 0.11% 162
2024
Q1 		$2.55M Buy
98,304
+5,154
+6% +$133K 0.11% 164
2023
Q4 		$2.37M Buy
93,150
+3,693
+4% +$88K 0.11% 171
2023
Q3 		$2.05M Buy
89,457
+864
+1% +$21.2K 0.11% 176
2023
Q2 		$2.2M Buy
88,593
+7,428
+9% +$177K 0.11% 169
2023
Q1 		$1.98M Buy
81,165
+11,166
+16% +$279K 0.12% 173
2022
Q4 		$1.81M Buy
69,999
+26,007
+59% +$642K 0.11% 180
2022
Q3 		$1.09M Sell
43,992
-1,020
-2% -$24.8K 0.08% 226
2022
Q2 		$1.12M Buy
45,012
+2,028
+5% +$51.6K 0.08% 214
2022
Q1 		$1.08M Buy
42,984
+3,195
+8% +$83.7K 0.08% 197
2021
Q4 		$1.02M Sell
39,789
-2,370
-6% -$61.6K 0.07% 218
2021
Q3 		$1.11M Buy
42,159
+13,788
+49% +$350K 0.08% 206
2021
Q2 		$719K Buy
28,371
+2,622
+10% +$66.2K 0.05% 264
2021
Q1 		$642K Buy
25,749
+1,467
+6% +$33.4K 0.05% 264
2020
Q4 		$532K Buy
+24,282
New +$492K 0.05% 270
2018
Q4 		– Sell
-7,002
Closed -$115K – 800
2018
Q3 		$115K Hold
7,002
– – 0.02% 388
2018
Q2 		$115K Hold
7,002
– – 0.02% 365
2018
Q1 		$114K Hold
7,002
– – 0.02% 327
2017
Q4 		$119K Hold
7,002
– – 0.02% 332
2017
Q3 		$109K Sell
7,002
-4,968
-42% -$76K 0.02% 336
2017
Q2 		$174K Buy
11,970
+5,970
+100% +$89.6K 0.05% 220
2017
Q1 		$89K Sell
6,000
-3,000
-33% -$44.2K 0.03% 263
2016
Q4 		$131K Hold
9,000
– – 0.05% 207
2016
Q3 		$127K Buy
+9,000
New +$127K 0.05% 208

Other funds holding SCHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Chicago Partners Investment Group's SCHD Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.2% in Q2 2026, buying an estimated $316K and bringing the position to 248,991 shares worth $8.17M. The position accounts for 0.16% of the portfolio, ranked #110.

Chicago Partners Investment Group first reported a position in SCHD in Q3 2016 and has held it in 32 quarters since. The position peaked at $17.1M in Q4 2024. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Chicago Partners Investment Group held 248,991 shares of Schwab US Dividend Equity ETF worth $8.17M as of Q2 2026.
  • Chicago Partners Investment Group bought 9,964 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $316K.
  • Schwab US Dividend Equity ETF made up 0.16% of Chicago Partners Investment Group's portfolio in Q2 2026, its #110 holding.
  • Chicago Partners Investment Group first reported a position in Schwab US Dividend Equity ETF in Q3 2016 and has held it in 32 quarters since.
  • Chicago Partners Investment Group's Schwab US Dividend Equity ETF position peaked at $17.1M in Q4 2024.
  • 1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.