Dale Q Rice Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Dale Q Rice Investment Management’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	$715K	Sell	22,557 -247	-1%	-$7.84K	0.39%	29
2026 Q1	$700K	Sell	22,804 -179	-0.8%	-$5.43K	0.53%	30
2025 Q4	$630K	Hold	22,983	–	–	0.45%	31
2025 Q3	$621K	Hold	22,983	–	–	0.44%	32
2025 Q2	$619K	Sell	22,983 -22,023	-49%	-$575K	0.51%	31
2025 Q1	$1.26M	Hold	45,006	–	–	0.65%	26
2024 Q4	$1.23M	Buy	+45,006	New	+$1.28M	0.54%	28

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

Dale Q Rice Investment Management's SCHD Position: Q2 2026 in Review

Dale Q Rice Investment Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.1% in Q2 2026, selling an estimated $7.84K and leaving 22,557 shares worth $715K. The position accounts for 0.39% of the portfolio, ranked #29.

Dale Q Rice Investment Management first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Dale Q Rice Investment Management held 22,557 shares of Schwab US Dividend Equity ETF worth $715K as of Q2 2026.
Dale Q Rice Investment Management sold 247 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $7.84K.
Schwab US Dividend Equity ETF made up 0.39% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #29 holding.
Dale Q Rice Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Dale Q Rice Investment Management's Schwab US Dividend Equity ETF position peaked at $1.26M in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.