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

Crewe 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	$3.43M	Buy	108,015 +4,528	+4%	+$144K	0.25%	44
2026 Q1	$3.17M	Buy	103,487 +6,245	+6%	+$189K	0.27%	47
2025 Q4	$2.67M	Buy	97,242 +2,065	+2%	+$56.1K	0.24%	47
2025 Q3	$2.6M	Sell	95,177 -394	-0.4%	-$10.7K	0.25%	47
2025 Q2	$2.53M	Buy	95,571 +6,636	+7%	+$173K	0.36%	38
2025 Q1	$2.49M	Buy	88,935 +494	+0.6%	+$13.8K	0.35%	35
2024 Q4	$2.42M	Sell	88,441 -2,588	-3%	-$73.6K	0.33%	36
2024 Q3	$2.56M	Buy	91,029 +2,667	+3%	+$72.7K	0.3%	38
2024 Q2	$2.29M	Buy	88,362 +1,458	+2%	+$38K	0.26%	46
2024 Q1	$2.34M	Sell	86,904 -14,373	-14%	-$371K	0.27%	43
2023 Q4	$2.57M	Buy	101,277 +5,547	+6%	+$132K	0.41%	27
2023 Q3	$2.26M	Buy	95,730 +3,666	+4%	+$90K	0.39%	27
2023 Q2	$2.23M	Sell	92,064 -5,682	-6%	-$136K	0.31%	38
2023 Q1	$2.38M	Sell	97,746 -5,787	-6%	-$145K	0.35%	36
2022 Q4	$2.61M	Buy	103,533 +41,121	+66%	+$1.01M	0.41%	35
2022 Q3	$1.38M	Buy	62,412 +50,094	+407%	+$1.22M	0.25%	39
2022 Q2	$294K	Buy	12,318 +10,917	+779%	+$278K	0.06%	94
2022 Q1	$37K	Buy	+1,401	New	+$36.7K	0.01%	251

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

Crewe Advisors's SCHD Position: Q2 2026 in Review

Crewe Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.4% in Q2 2026, buying an estimated $144K and bringing the position to 108,015 shares worth $3.43M. The position accounts for 0.25% of the portfolio, ranked #44.

Crewe Advisors first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Crewe Advisors held 108,015 shares of Schwab US Dividend Equity ETF worth $3.43M as of Q2 2026.
Crewe Advisors bought 4,528 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $144K.
Schwab US Dividend Equity ETF made up 0.25% of Crewe Advisors's portfolio in Q2 2026, its #44 holding.
Crewe Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.