Claro Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Claro Advisors’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	-9,115	Closed	-$280K	–	563
2026 Q1	$280K	Sell	9,115 -6,969	-43%	-$211K	0.03%	395
2025 Q4	$441K	Buy	16,084 +7,496	+87%	+$204K	0.06%	249
2025 Q3	$234K	Sell	8,588 -227	-3%	-$6.19K	0.03%	351
2025 Q2	$234K	Sell	8,815 -3,903	-31%	-$102K	0.04%	338
2025 Q1	$356K	Buy	+12,718	New	+$355K	0.05%	343
2023 Q3	–	Sell	-10,893	Closed	-$264K	–	392
2023 Q2	$264K	Buy	10,893 +1,377	+14%	+$32.9K	0.07%	283
2023 Q1	$232K	Buy	9,516 +6	+0.1%	+$150	0.07%	293
2022 Q4	$239K	Buy	+9,510	New	+$235K	0.08%	251
2019 Q1	–	Sell	-168	Closed	-$3K	–	784
2018 Q4	$3K	Buy	+168	New	+$2.8K	﹤0.01%	870

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Claro Advisors's SCHD Position: Q2 2026 in Review

Claro Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 9,115 shares — an estimated $280K sold.

Claro Advisors first reported a position in SCHD in Q4 2018 and held it in 9 quarters. The position peaked at $441K in Q4 2025. 2,162 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Claro Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Claro Advisors sold 9,115 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $280K.
Claro Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and held it in 9 quarters.
Claro Advisors's Schwab US Dividend Equity ETF position peaked at $441K in Q4 2025.
2,162 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.