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

Crestwood Advisors Group’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	$286K	Hold	9,033	–	–	﹤0.01%	696
2026 Q1	$277K	Buy	+9,033	New	+$274K	﹤0.01%	617
2022 Q1	–	Sell	-10,140	Closed	-$273K	–	307
2021 Q4	$273K	Buy	+10,140	New	+$263K	0.01%	260

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

Crestwood Advisors Group's SCHD Position: Q2 2026 in Review

Crestwood Advisors Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 9,033 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Crestwood Advisors Group first reported a position in SCHD in Q4 2021 and has held it in 3 quarters since. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Crestwood Advisors Group held 9,033 shares of Schwab US Dividend Equity ETF worth $286K as of Q2 2026.
Crestwood Advisors Group left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #696 holding.
Crestwood Advisors Group first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 3 quarters since.
2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.