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

Cresta 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	$5.02M	Sell	158,224 -11,529	-7%	-$366K	1.8%	15
2026 Q1	$5.21M	Buy	169,753 +11,463	+7%	+$348K	2.13%	12
2025 Q4	$4.34M	Buy	158,290 +9,587	+6%	+$261K	1.82%	14
2025 Q3	$4.06M	Sell	148,703 -8,418	-5%	-$230K	1.81%	15
2025 Q2	$4.16M	Buy	157,121 +17,358	+12%	+$453K	2.03%	12
2025 Q1	$3.91M	Buy	139,763 +90,422	+183%	+$2.52M	2.02%	13
2024 Q4	$4.17M	Sell	49,341 -98,682	-67%	-$2.81M	2.18%	12
2024 Q3	$4.17M	Sell	148,023 -639	-0.4%	-$17.4K	2.18%	12
2024 Q2	$3.85M	Sell	148,662 -147	-0.1%	-$3.83K	2.28%	13
2024 Q1	$4M	Sell	148,809 -3,687	-2%	-$95.3K	2.54%	12
2023 Q4	$3.87M	Sell	152,496 -8,844	-5%	-$211K	2.58%	12
2023 Q3	$3.81M	Sell	161,340 -38,604	-19%	-$947K	2.95%	11
2023 Q2	$4.84M	Sell	199,944 -111,768	-36%	-$2.67M	3.76%	9
2023 Q1	$7.6M	Sell	311,712 -5,976	-2%	-$149K	5.91%	4
2022 Q4	$8M	Sell	317,688 -36,927	-10%	-$911K	6.98%	3
2022 Q3	$7.85M	Buy	+354,615	New	+$8.62M	9.69%	2

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

Cresta Advisors's SCHD Position: Q2 2026 in Review

Cresta Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.8% in Q2 2026, selling an estimated $366K and leaving 158,224 shares worth $5.02M. The position accounts for 1.8% of the portfolio, ranked #15.

Cresta Advisors first reported a position in SCHD in Q3 2022 and has held it in 16 quarters since. The position peaked at $8M in Q4 2022. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cresta Advisors held 158,224 shares of Schwab US Dividend Equity ETF worth $5.02M as of Q2 2026.
Cresta Advisors sold 11,529 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $366K.
Schwab US Dividend Equity ETF made up 1.8% of Cresta Advisors's portfolio in Q2 2026, its #15 holding.
Cresta Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 16 quarters since.
Cresta Advisors's Schwab US Dividend Equity ETF position peaked at $8M in Q4 2022.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.