Crews Bank & Trust’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Crews Bank & Trust’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	$259K	Sell	8,155 -305	-4%	-$9.68K	0.03%	205
2026 Q1	$260K	Hold	8,460	–	–	0.04%	196
2025 Q4	$232K	Hold	8,460	–	–	0.03%	202
2025 Q3	$231K	Hold	8,460	–	–	0.03%	207
2025 Q2	$224K	Sell	8,460 -1,753	-17%	-$45.8K	0.04%	210
2025 Q1	$286K	Hold	10,213	–	–	0.05%	185
2024 Q4	$279K	Buy	+10,213	New	+$290K	0.05%	188

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

Crews Bank & Trust's SCHD Position: Q2 2026 in Review

Crews Bank & Trust reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.6% in Q2 2026, selling an estimated $9.68K and leaving 8,155 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #205.

Crews Bank & Trust first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $286K in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Crews Bank & Trust held 8,155 shares of Schwab US Dividend Equity ETF worth $259K as of Q2 2026.
Crews Bank & Trust sold 305 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $9.68K.
Schwab US Dividend Equity ETF made up 0.03% of Crews Bank & Trust's portfolio in Q2 2026, its #205 holding.
Crews Bank & Trust first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's Schwab US Dividend Equity ETF position peaked at $286K in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.