Clear Harbor Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clear Harbor Asset 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	$206K	Buy	+6,493	New	+$206K	0.01%	413
2025 Q1	–	Sell	-7,534	Closed	-$206K	–	438
2024 Q4	$206K	Buy	+7,534	New	+$214K	0.02%	350

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 22.9% 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

Clear Harbor Asset Management's SCHD Position: Q2 2026 in Review

Clear Harbor Asset Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 6,493 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #413 among its holdings. This is a return to the name: Clear Harbor Asset Management previously reported a position in SCHD as recently as Q4 2024.

Clear Harbor Asset Management first reported a position in SCHD in Q4 2024 and has held it in 2 quarters since. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Clear Harbor Asset Management held 6,493 shares of Schwab US Dividend Equity ETF worth $206K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Clear Harbor Asset Management position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Clear Harbor Asset Management's portfolio in Q2 2026, its #413 holding.
Clear Harbor Asset Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 2 quarters since.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.