Crescent Grove Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Crescent Grove 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	$492K	Buy	15,527 +3,142	+25%	+$99.7K	0.04%	188
2026 Q1	$380K	Sell	12,385 -94	-0.8%	-$2.85K	0.04%	203
2025 Q4	$342K	Sell	12,479 -3,337	-21%	-$90.7K	0.03%	221
2025 Q3	$432K	Buy	15,816 +4,795	+44%	+$131K	0.04%	187
2025 Q2	$292K	Buy	11,021 +85	+0.8%	+$2.22K	0.03%	222
2025 Q1	$306K	Buy	10,936 +155	+1%	+$4.32K	0.03%	209
2024 Q4	$295K	Buy	10,781 +65	+0.6%	+$1.85K	0.03%	215
2024 Q3	$302K	Buy	10,716 +57	+0.5%	+$1.55K	0.03%	217
2024 Q2	$279K	Hold	10,659	–	–	0.03%	219
2024 Q1	$286K	Sell	10,659 -6,717	-39%	-$174K	0.03%	247
2023 Q4	$441K	Sell	17,376 -13,143	-43%	-$313K	0.05%	190
2023 Q3	$720K	Buy	30,519 +12,030	+65%	+$295K	0.09%	132
2023 Q2	$448K	Sell	18,489 -297	-2%	-$7.1K	0.05%	184
2023 Q1	$458K	Sell	18,786 -164,211	-90%	-$4.11M	0.05%	181
2022 Q4	$4.61M	Buy	182,997 +1,176	+0.6%	+$29K	0.48%	37
2022 Q3	$4.03M	Hold	181,821	–	–	0.47%	36
2022 Q2	$4.34M	Hold	181,821	–	–	0.46%	35
2022 Q1	$4.78M	Hold	181,821	–	–	0.47%	37
2021 Q4	$4.9M	Buy	181,821 +46,398	+34%	+$1.21M	0.46%	36
2021 Q3	$3.35M	Buy	135,423 +114	+0.1%	+$2.9K	0.36%	43
2021 Q2	$3.41M	Buy	135,309 +41,874	+45%	+$1.06M	0.36%	44
2021 Q1	$2.27M	Buy	+93,435	New	+$2.13M	0.27%	51

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

Crescent Grove Advisors's SCHD Position: Q2 2026 in Review

Crescent Grove Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 25% in Q2 2026, buying an estimated $99.7K and bringing the position to 15,527 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #188.

Crescent Grove Advisors first reported a position in SCHD in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.9M in Q4 2021. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Crescent Grove Advisors held 15,527 shares of Schwab US Dividend Equity ETF worth $492K as of Q2 2026.
Crescent Grove Advisors bought 3,142 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $99.7K.
Schwab US Dividend Equity ETF made up 0.04% of Crescent Grove Advisors's portfolio in Q2 2026, its #188 holding.
Crescent Grove Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 22 quarters since.
Crescent Grove Advisors's Schwab US Dividend Equity ETF position peaked at $4.9M in Q4 2021.
2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.