Cornell Pochily Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cornell Pochily Investment Advisors’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	$228K	Sell	7,200 -597	-8%	-$18.9K	0.06%	182
2026 Q1	$239K	Sell	7,797 -676	-8%	-$20.5K	0.07%	158
2025 Q4	$232K	Sell	8,473 -13,592	-62%	-$370K	0.07%	160
2025 Q3	$602K	Sell	22,065 -1,121	-5%	-$30.6K	0.18%	108
2025 Q2	$614K	Buy	23,186 +77	+0.3%	+$2.01K	0.2%	103
2025 Q1	$646K	Sell	23,109 -1,772	-7%	-$49.4K	0.23%	101
2024 Q4	$680K	Buy	24,881 +674	+3%	+$19.2K	0.24%	97
2024 Q3	$682K	Buy	24,207 +279	+1%	+$7.6K	0.24%	99
2024 Q2	$620K	Sell	23,928 -2,745	-10%	-$71.5K	0.24%	98
2024 Q1	$717K	Sell	26,673 -5,475	-17%	-$141K	0.28%	88
2023 Q4	$816K	Sell	32,148 -1,359	-4%	-$32.4K	0.34%	81
2023 Q3	$790K	Sell	33,507 -1,461	-4%	-$35.9K	0.34%	82
2023 Q2	$846K	Sell	34,968 -1,104	-3%	-$26.4K	0.35%	79
2023 Q1	$880K	Buy	36,072 +6,906	+24%	+$173K	0.38%	78
2022 Q4	$734K	Sell	29,166 -552	-2%	-$13.6K	0.33%	91
2022 Q3	$658K	Buy	29,718 +1,368	+5%	+$33.2K	0.29%	91
2022 Q2	$677K	Buy	28,350 +5,367	+23%	+$137K	0.3%	92
2022 Q1	$604K	Buy	22,983 +69	+0.3%	+$1.81K	0.24%	103
2021 Q4	$617K	Sell	22,914 -24	-0.1%	-$623	0.24%	100
2021 Q3	$568K	Buy	22,938 +3,807	+20%	+$96.8K	0.25%	97
2021 Q2	$482K	Buy	+19,131	New	+$483K	0.21%	106

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

Cornell Pochily Investment Advisors's SCHD Position: Q2 2026 in Review

Cornell Pochily Investment Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.7% in Q2 2026, selling an estimated $18.9K and leaving 7,200 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #182.

Cornell Pochily Investment Advisors first reported a position in SCHD in Q2 2021 and has held it in 21 quarters since. The position peaked at $880K in Q1 2023. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cornell Pochily Investment Advisors held 7,200 shares of Schwab US Dividend Equity ETF worth $228K as of Q2 2026.
Cornell Pochily Investment Advisors sold 597 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $18.9K.
Schwab US Dividend Equity ETF made up 0.06% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #182 holding.
Cornell Pochily Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 21 quarters since.
Cornell Pochily Investment Advisors's Schwab US Dividend Equity ETF position peaked at $880K in Q1 2023.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.