Clean Yield Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clean Yield 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	$5.87K	Buy	+185	New	+$5.87K	﹤0.01%	343
2025 Q1	–	Sell	-1,698	Closed	-$46.4K	–	481
2024 Q4	$46.4K	Hold	1,698	–	–	0.01%	233
2024 Q3	$47.8K	Hold	1,698	–	–	0.02%	233
2024 Q2	$44K	Hold	1,698	–	–	0.02%	237
2024 Q1	$45.6K	Hold	1,698	–	–	0.02%	242
2023 Q4	$43.1K	Hold	1,698	–	–	0.02%	246
2023 Q3	$40.1K	Hold	1,698	–	–	0.02%	244
2023 Q2	$41.1K	Hold	1,698	–	–	0.02%	248
2023 Q1	$41.4K	Hold	1,698	–	–	0.02%	247
2022 Q4	$42.8K	Hold	1,698	–	–	0.02%	240
2022 Q3	$38K	Hold	1,698	–	–	0.02%	245
2022 Q2	$41K	Hold	1,698	–	–	0.02%	246
2022 Q1	$45K	Hold	1,698	–	–	0.02%	262
2021 Q4	$46K	Hold	1,698	–	–	0.01%	270
2021 Q3	$42K	Hold	1,698	–	–	0.01%	273
2021 Q2	$43K	Buy	+1,698	New	+$42.9K	0.01%	264

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

Clean Yield Group's SCHD Position: Q2 2026 in Review

Clean Yield Group opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 185 shares worth $5.87K. The stake represents ﹤0.01% of the portfolio and ranks #343 among its holdings. This is a return to the name: Clean Yield Group previously reported a position in SCHD as recently as Q4 2024.

Clean Yield Group first reported a position in SCHD in Q2 2021 and has held it in 16 quarters since. The position peaked at $47.8K in Q3 2024. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Clean Yield Group held 185 shares of Schwab US Dividend Equity ETF worth $5.87K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Clean Yield Group position in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Clean Yield Group's portfolio in Q2 2026, its #343 holding.
Clean Yield Group first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 16 quarters since.
Clean Yield Group's Schwab US Dividend Equity ETF position peaked at $47.8K in Q3 2024.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.