Csenge Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Csenge Advisory 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	$2.48M	Sell	78,268 -696	-0.9%	-$22.1K	0.1%	180
2026 Q1	$2.42M	Sell	78,964 -42,735	-35%	-$1.3M	0.11%	163
2025 Q4	$3.34M	Sell	121,699 -18,534	-13%	-$504K	0.15%	127
2025 Q3	$3.83M	Sell	140,233 -32,353	-19%	-$883K	0.18%	105
2025 Q2	$4.52M	Buy	172,586 +1,075	+0.6%	+$28.1K	0.24%	85
2025 Q1	$4.36M	Sell	171,511 -57,829	-25%	-$1.61M	0.25%	80
2024 Q4	$6.27M	Sell	229,340 -440,860	-66%	-$12.5M	0.34%	60
2024 Q3	$6.38M	Buy	670,200 +450,366	+205%	+$12.3M	0.33%	62
2024 Q2	$5.7M	Sell	219,834 -332,751	-60%	-$8.66M	0.32%	60
2024 Q1	$14.9M	Sell	552,585 -534	-0.1%	-$13.8K	0.83%	22
2023 Q4	$14M	Buy	553,119 +6,816	+1%	+$162K	0.87%	21
2023 Q3	$12.9M	Sell	546,303 -36,363	-6%	-$892K	0.88%	23
2023 Q2	$14.1M	Buy	582,666 +7,422	+1%	+$177K	0.95%	20
2023 Q1	$14M	Sell	575,244 -54,849	-9%	-$1.37M	1.01%	22
2022 Q4	$15.9M	Buy	630,093 +13,371	+2%	+$330K	1.23%	14
2022 Q3	$13.7M	Sell	616,722 -7,407	-1%	-$180K	1.13%	13
2022 Q2	$14.9M	Buy	624,129 +126,387	+25%	+$3.22M	1.25%	9
2022 Q1	$13.1M	Buy	497,742 +93,150	+23%	+$2.44M	1.04%	13
2021 Q4	$10.2M	Buy	404,592 +3,708	+0.9%	+$96.3K	0.91%	21
2021 Q3	$10.1M	Sell	400,884 -3,708	-0.9%	-$94.2K	0.85%	22
2021 Q2	$10.2M	Buy	404,592 +102,960	+34%	+$2.6M	0.91%	21
2021 Q1	$7.47M	Buy	+301,632	New	+$6.86M	0.77%	26
2020 Q3	–	Sell	-86,982	Closed	-$1.5M	–	432
2020 Q2	$1.5M	Buy	86,982 +34,020	+64%	+$575K	0.22%	88
2020 Q1	$794K	Buy	+52,962	New	+$951K	0.21%	105

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

Csenge Advisory Group's SCHD Position: Q2 2026 in Review

Csenge Advisory Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.88% in Q2 2026, selling an estimated $22.1K and leaving 78,268 shares worth $2.48M. The position accounts for 0.1% of the portfolio, ranked #180.

Csenge Advisory Group first reported a position in SCHD in Q1 2020 and has held it in 24 quarters since. The position peaked at $15.9M in Q4 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Csenge Advisory Group held 78,268 shares of Schwab US Dividend Equity ETF worth $2.48M as of Q2 2026.
Csenge Advisory Group sold 696 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $22.1K.
Schwab US Dividend Equity ETF made up 0.1% of Csenge Advisory Group's portfolio in Q2 2026, its #180 holding.
Csenge Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 24 quarters since.
Csenge Advisory Group's Schwab US Dividend Equity ETF position peaked at $15.9M in Q4 2022.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.