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

Cynosure 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	$265K	Hold	8,355	–	–	0.04%	166
2026 Q1	$256K	Sell	8,355 -16,371	-66%	-$497K	0.03%	188
2025 Q4	$678K	Sell	24,726 -15,540	-39%	-$423K	0.07%	98
2025 Q3	$1.1M	Buy	40,266 +57	+0.1%	+$1.55K	0.12%	66
2025 Q2	$1.07M	Buy	40,209 +58	+0.1%	+$1.51K	0.12%	75
2025 Q1	$1.12M	Sell	40,151 -59,452	-60%	-$1.66M	0.15%	70
2024 Q4	$2.72M	Hold	99,603	–	–	0.41%	33
2024 Q3	$2.81M	Sell	99,603 -29,469	-23%	-$803K	0.41%	37
2024 Q2	$3.35M	Sell	129,072 -7,167	-5%	-$187K	0.54%	31
2024 Q1	$3.66M	Sell	136,239 -8,013	-6%	-$207K	0.66%	23
2023 Q4	$3.66M	Buy	144,252 +17,859	+14%	+$426K	0.66%	36
2023 Q3	$2.98M	Hold	126,393	–	–	0.91%	34
2023 Q2	$3.06M	Buy	+126,393	New	+$3.02M	0.92%	33

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

Cynosure Group's SCHD Position: Q2 2026 in Review

Cynosure Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 8,355 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #166.

Cynosure Group first reported a position in SCHD in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.66M in Q1 2024. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cynosure Group held 8,355 shares of Schwab US Dividend Equity ETF worth $265K as of Q2 2026.
Cynosure Group left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.04% of Cynosure Group's portfolio in Q2 2026, its #166 holding.
Cynosure Group first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 13 quarters since.
Cynosure Group's Schwab US Dividend Equity ETF position peaked at $3.66M in Q1 2024.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.