Citizens Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Citizens Financial 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	$10.8M	Buy	341,904 +33,103	+11%	+$1.05M	0.13%	122
2026 Q1	$9.47M	Sell	308,801 -48,369	-14%	-$1.47M	0.13%	126
2025 Q4	$9.8M	Buy	357,170 +5,834	+2%	+$159K	0.13%	128
2025 Q3	$9.59M	Buy	351,336 +2,320	+0.7%	+$63.3K	0.13%	131
2025 Q2	$9.25M	Buy	349,016 +5,376	+2%	+$140K	0.15%	124
2025 Q1	$9.61M	Buy	343,640 +40,498	+13%	+$1.13M	0.19%	103
2024 Q4	$8.28M	Buy	303,142 +45,250	+18%	+$1.29M	0.16%	110
2024 Q3	$7.27M	Buy	257,892 +64,953	+34%	+$1.77M	0.15%	122
2024 Q2	$5.05M	Buy	+192,939	New	+$5.02M	0.11%	137
2020 Q1	–	Sell	-183	Closed	-$4K	–	1209
2019 Q4	$4K	Buy	+183	New	+$3.43K	﹤0.01%	900

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

Citizens Financial Group's SCHD Position: Q2 2026 in Review

Citizens Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q2 2026, buying an estimated $1.05M and bringing the position to 341,904 shares worth $10.8M. The position accounts for 0.13% of the portfolio, ranked #122.

Citizens Financial Group first reported a position in SCHD in Q4 2019 and has held it in 10 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Citizens Financial Group held 341,904 shares of Schwab US Dividend Equity ETF worth $10.8M as of Q2 2026.
Citizens Financial Group bought 33,103 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.05M.
Schwab US Dividend Equity ETF made up 0.13% of Citizens Financial Group's portfolio in Q2 2026, its #122 holding.
Citizens Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 10 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.