Columbia Advisory Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Columbia Advisory Partners’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	$2.64M	Sell	83,265 -266	-0.3%	-$8.44K	1.46%	18
2026 Q1	$2.56M	Sell	83,531 -193,825	-70%	-$5.88M	1.64%	17
2025 Q4	$7.61M	Sell	277,356 -80,789	-23%	-$2.2M	5.18%	4
2025 Q3	$9.78M	Sell	358,145 -3,437	-1%	-$93.8K	6.76%	3
2025 Q2	$9.58M	Sell	361,582 -8,479	-2%	-$221K	7.25%	3
2025 Q1	$10.3M	Buy	370,061 +4,180	+1%	+$117K	8.97%	3
2024 Q4	$10M	Sell	365,881 -102,758	-22%	-$2.92M	9.3%	3
2024 Q3	$13.2M	Sell	468,639 -26,475	-5%	-$721K	12.51%	2
2024 Q2	$12.8M	Sell	495,114 -26,484	-5%	-$689K	12.53%	2
2024 Q1	$14M	Sell	521,598 -21,237	-4%	-$549K	14.21%	2
2023 Q4	$13.8M	Sell	542,835 -49,461	-8%	-$1.18M	14.16%	2
2023 Q3	$14M	Sell	592,296 -116,808	-16%	-$2.87M	15.22%	1
2023 Q2	$17.2M	Sell	709,104 -1,191	-0.2%	-$28.5K	18.35%	1
2023 Q1	$17.3M	Sell	710,295 -14,316	-2%	-$358K	16.34%	1
2022 Q4	$18.2M	Buy	724,611 +103,047	+17%	+$2.54M	17.38%	1
2022 Q3	$13.8M	Buy	621,564 +10,071	+2%	+$245K	16.78%	1
2022 Q2	$14.6M	Sell	611,493 -6,237	-1%	-$159K	16.72%	1
2022 Q1	$16.2M	Buy	617,730 +3,588	+0.6%	+$94K	16.3%	1
2021 Q4	$16.5M	Buy	+614,142	New	+$16M	16.5%	1

Other funds holding SCHD

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Columbia Advisory Partners's SCHD Position: Q2 2026 in Review

Columbia Advisory Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.32% in Q2 2026, selling an estimated $8.44K and leaving 83,265 shares worth $2.64M. The position accounts for 1.46% of the portfolio, ranked #18.

Columbia Advisory Partners first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.2M in Q4 2022. 934 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Columbia Advisory Partners held 83,265 shares of Schwab US Dividend Equity ETF worth $2.64M as of Q2 2026.
Columbia Advisory Partners sold 266 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $8.44K.
Schwab US Dividend Equity ETF made up 1.46% of Columbia Advisory Partners's portfolio in Q2 2026, its #18 holding.
Columbia Advisory Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
Columbia Advisory Partners's Schwab US Dividend Equity ETF position peaked at $18.2M in Q4 2022.
934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.