Clear Investment Research’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clear Investment Research’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	-5,336	Closed	-$164K	–	184
2026 Q1	$164K	Buy	+5,336	New	+$162K	0.26%	63
2025 Q4	–	Sell	-5,344	Closed	-$146K	–	192
2025 Q3	$146K	Buy	5,344 +264	+5%	+$7.2K	0.2%	74
2025 Q2	$135K	Hold	5,080	–	–	0.17%	74
2025 Q1	$142K	Sell	5,080 -108	-2%	-$3.01K	0.19%	66
2024 Q4	$142K	Buy	5,188 +19	+0.4%	+$540	0.18%	66
2024 Q3	$146K	Hold	5,169	–	–	0.19%	67
2024 Q2	$134K	Buy	5,169 +159	+3%	+$4.14K	0.17%	64
2024 Q1	$135K	Buy	5,010 +6	+0.1%	+$155	0.18%	62
2023 Q4	$127K	Sell	5,004 -246	-5%	-$5.86K	0.18%	65
2023 Q3	$124K	Buy	5,250 +180	+4%	+$4.42K	0.21%	59
2023 Q2	$123K	Sell	5,070 -39	-0.8%	-$932	0.21%	62
2023 Q1	$125K	Buy	5,109 +282	+6%	+$7.05K	0.22%	60
2022 Q4	$122K	Sell	4,827 -108	-2%	-$2.67K	0.24%	56
2022 Q3	$109K	Hold	4,935	–	–	0.23%	56
2022 Q2	$118K	Sell	4,935 -156	-3%	-$3.97K	0.26%	59
2022 Q1	$134K	Buy	5,091 +882	+21%	+$23.1K	0.26%	59
2021 Q4	$113K	Buy	4,209 +72	+2%	+$1.87K	0.17%	66
2021 Q3	$102K	Buy	4,137 +534	+15%	+$13.6K	0.17%	67
2021 Q2	$91K	Buy	3,603 +1,965	+120%	+$49.6K	0.15%	66
2021 Q1	$40K	Buy	+1,638	New	+$37.3K	0.07%	72
2020 Q2	–	Sell	-9	Closed	–	–	117
2020 Q1	$0	Buy	+9	New	+$162	﹤0.01%	112

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

Clear Investment Research's SCHD Position: Q2 2026 in Review

Clear Investment Research sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 5,336 shares — an estimated $164K sold.

Clear Investment Research first reported a position in SCHD in Q1 2020 and held it in 21 quarters. The position peaked at $164K in Q1 2026. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Clear Investment Research reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 5,336 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $164K.
Clear Investment Research first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and held it in 21 quarters.
Clear Investment Research's Schwab US Dividend Equity ETF position peaked at $164K in Q1 2026.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.