Commonwealth Retirement Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Commonwealth Retirement Investments’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	$704K	Sell	22,205 -1,411	-6%	-$44.8K	0.19%	83
2026 Q1	$725K	Sell	23,616 -843	-3%	-$25.6K	0.22%	81
2025 Q4	$671K	Sell	24,459 -19,470	-44%	-$529K	0.22%	85
2025 Q3	$1.2M	Sell	43,929 -9,227	-17%	-$252K	0.41%	65
2025 Q2	$1.41M	Sell	53,156 -3,923	-7%	-$102K	0.54%	52
2025 Q1	$1.6M	Sell	57,079 -9,652	-14%	-$269K	0.65%	48
2024 Q4	$1.82M	Sell	66,731 -8,053	-11%	-$229K	0.75%	41
2024 Q3	$2.11M	Sell	74,784 -5,022	-6%	-$137K	0.88%	37
2024 Q2	$2.07M	Sell	79,806 -8,124	-9%	-$211K	0.95%	34
2024 Q1	$2.36M	Sell	87,930 -4,311	-5%	-$111K	1.13%	26
2023 Q4	$2.34M	Buy	92,241 +3,021	+3%	+$72K	1.24%	25
2023 Q3	$2.1M	Sell	89,220 -20,721	-19%	-$508K	1.21%	26
2023 Q2	$2.66M	Sell	109,941 -2,169	-2%	-$51.8K	1.48%	25
2023 Q1	$2.73M	Buy	112,110 +10,158	+10%	+$254K	1.62%	26
2022 Q4	$2.57M	Buy	+101,952	New	+$2.52M	1.56%	27

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

Commonwealth Retirement Investments's SCHD Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6% in Q2 2026, selling an estimated $44.8K and leaving 22,205 shares worth $704K. The position accounts for 0.19% of the portfolio, ranked #83.

Commonwealth Retirement Investments first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.73M in Q1 2023. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Commonwealth Retirement Investments held 22,205 shares of Schwab US Dividend Equity ETF worth $704K as of Q2 2026.
Commonwealth Retirement Investments sold 1,411 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $44.8K.
Schwab US Dividend Equity ETF made up 0.19% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #83 holding.
Commonwealth Retirement Investments first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
Commonwealth Retirement Investments's Schwab US Dividend Equity ETF position peaked at $2.73M in Q1 2023.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.