D.B. Root & Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.2M | Buy |
258,507
+77,400
| +43% | +$2.46M | 1.74% | 11 |
|
|
2026
Q1 | $5.56M | Buy |
181,107
+677
| +0.4% | +$20.5K | 1.33% | 13 |
|
|
2025
Q4 | $4.95M | Sell |
180,430
-26,845
| -13% | -$730K | 1.21% | 18 |
|
|
2025
Q3 | $5.66M | Sell |
207,275
-5,411
| -3% | -$148K | 1.44% | 14 |
|
|
2025
Q2 | $5.64M | Buy |
212,686
+16,676
| +9% | +$435K | 1.66% | 10 |
|
|
2025
Q1 | $5.48M | Sell |
196,010
-14,957
| -7% | -$417K | 1.77% | 10 |
|
|
2024
Q4 | $5.76M | Buy |
210,967
+11,329
| +6% | +$322K | 1.83% | 10 |
|
|
2024
Q3 | $5.63M | Sell |
199,638
-2,259
| -1% | -$61.5K | 1.85% | 10 |
|
|
2024
Q2 | $5.23M | Sell |
201,897
-10,581
| -5% | -$275K | 1.79% | 9 |
|
|
2024
Q1 | $5.71M | Buy |
212,478
+8,289
| +4% | +$214K | 1.93% | 9 |
|
|
2023
Q4 | $5.18M | Sell |
204,189
-6,291
| -3% | -$150K | 1.88% | 8 |
|
|
2023
Q3 | $4.96M | Sell |
210,480
-2,667
| -1% | -$65.4K | 1.94% | 7 |
|
|
2023
Q2 | $5.16M | Buy |
213,147
+5,478
| +3% | +$131K | 1.95% | 7 |
|
|
2023
Q1 | $5.06M | Buy |
207,669
+1,623
| +0.8% | +$40.6K | 1.99% | 8 |
|
|
2022
Q4 | $5.19M | Buy |
206,046
+16,797
| +9% | +$415K | 2.19% | 8 |
|
|
2022
Q3 | $4.19M | Buy |
189,249
+10,965
| +6% | +$266K | 1.91% | 9 |
|
|
2022
Q2 | $4.26M | Buy |
178,284
+12,570
| +8% | +$320K | 1.83% | 9 |
|
|
2022
Q1 | $4.36M | Sell |
165,714
-2,256
| -1% | -$59.1K | 1.62% | 13 |
|
|
2021
Q4 | $4.53M | Sell |
167,970
-1,701
| -1% | -$44.2K | 1.63% | 13 |
|
|
2021
Q3 | $4.2M | Sell |
169,671
-15,264
| -8% | -$388K | 1.64% | 12 |
|
|
2021
Q2 | $4.66M | Buy |
184,935
+186
| +0.1% | +$4.7K | 1.74% | 10 |
|
|
2021
Q1 | $4.49M | Buy |
184,749
+2,553
| +1% | +$58.1K | 1.76% | 10 |
|
|
2020
Q4 | $3.9M | Sell |
182,196
-23,250
| -11% | -$471K | 1.56% | 10 |
|
|
2020
Q3 | $3.79M | Buy |
205,446
+2,799
| +1% | +$51.5K | 1.52% | 11 |
|
|
2020
Q2 | $3.5M | Sell |
202,647
-2,004
| -1% | -$33.8K | 1.52% | 10 |
|
|
2020
Q1 | $3.07M | Sell |
204,651
-6,570
| -3% | -$118K | 1.55% | 10 |
|
|
2019
Q4 | $4.08M | Buy |
211,221
+4,641
| +2% | +$86.9K | 1.8% | 8 |
|
|
2019
Q3 | $3.77M | Sell |
206,580
-26,679
| -11% | -$477K | 1.76% | 8 |
|
|
2019
Q2 | $4.13M | Sell |
233,259
-97,152
| -29% | -$1.71M | 1.83% | 9 |
|
|
2019
Q1 | $5.76M | Buy |
330,411
+14,919
| +5% | +$251K | 2.46% | 6 |
|
|
2018
Q4 | $4.94M | Buy |
315,492
+10,596
| +3% | +$177K | 2.46% | 6 |
|
|
2018
Q3 | $5.39M | Buy |
304,896
+15,141
| +5% | +$262K | 2.37% | 6 |
|
|
2018
Q2 | $4.76M | Sell |
289,755
-22,530
| -7% | -$371K | 2.25% | 5 |
|
|
2018
Q1 | $5.1M | Buy |
312,285
+24,636
| +9% | +$420K | 2.7% | 4 |
|
|
2017
Q4 | $4.91M | Buy |
+287,649
| New | +$4.73M | 4.2% | 3 |
|
Other funds holding SCHD
SLI
RIM
WANY
D.B. Root & Company's SCHD Position: Q2 2026 in Review
D.B. Root & Company increased its Schwab US Dividend Equity ETF (SCHD) stake by 43% in Q2 2026, buying an estimated $2.46M and bringing the position to 258,507 shares worth $8.2M. The position accounts for 1.74% of the portfolio, ranked #11.
D.B. Root & Company first reported a position in SCHD in Q4 2017 and has held it in 35 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.
- D.B. Root & Company held 258,507 shares of Schwab US Dividend Equity ETF worth $8.2M as of Q2 2026.
- D.B. Root & Company bought 77,400 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.46M.
- Schwab US Dividend Equity ETF made up 1.74% of D.B. Root & Company's portfolio in Q2 2026, its #11 holding.
- D.B. Root & Company first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 35 quarters since.
- 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.
Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.