Covestor’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Covestor’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	$67K	Buy	2,114 +170	+9%	+$5.39K	0.04%	617
2026 Q1	$60K	Sell	1,944 -155	-7%	-$4.7K	0.04%	591
2025 Q4	$58K	Buy	2,099 +178	+9%	+$4.84K	0.03%	857
2025 Q3	$52K	Buy	1,921 +141	+8%	+$3.85K	0.03%	894
2025 Q2	$47K	Buy	1,780 +1,040	+141%	+$27.2K	0.03%	912
2025 Q1	$21K	Buy	740 +15	+2%	+$418	0.01%	1192
2024 Q4	$20K	Buy	725 +80	+12%	+$2.27K	0.01%	1196
2024 Q3	$18K	Sell	645 -24	-4%	-$654	0.01%	1257
2024 Q2	$17K	Sell	669 -9	-1%	-$234	0.01%	1267
2024 Q1	$18K	Sell	678 -30	-4%	-$775	0.01%	1256
2023 Q4	$18K	Buy	708 +402	+131%	+$9.58K	0.01%	1239
2023 Q3	$7K	Buy	306 +99	+48%	+$2.43K	0.01%	1639
2023 Q2	$5K	Sell	207 -138	-40%	-$3.3K	﹤0.01%	1709
2023 Q1	$8K	Buy	345 +12	+4%	+$300	0.01%	1434
2022 Q4	$8K	Buy	+333	New	+$8.22K	0.01%	1433

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

Covestor's SCHD Position: Q2 2026 in Review

Covestor increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.7% in Q2 2026, buying an estimated $5.39K and bringing the position to 2,114 shares worth $67K. The position accounts for 0.04% of the portfolio, ranked #617.

Covestor first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Covestor held 2,114 shares of Schwab US Dividend Equity ETF worth $67K as of Q2 2026.
Covestor bought 170 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5.39K.
Schwab US Dividend Equity ETF made up 0.04% of Covestor's portfolio in Q2 2026, its #617 holding.
Covestor first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.