DB&C Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

DB&C Advisors’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	$387K	Buy	12,220 +3,895	+47%	+$124K	0.42%	47
2026 Q1	$255K	Buy	+8,325	New	+$253K	0.33%	57

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

DB&C Advisors's SCHD Position: Q2 2026 in Review

DB&C Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 47% in Q2 2026, buying an estimated $124K and bringing the position to 12,220 shares worth $387K. The position accounts for 0.42% of the portfolio, ranked #47.

DB&C Advisors first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

DB&C Advisors held 12,220 shares of Schwab US Dividend Equity ETF worth $387K as of Q2 2026.
DB&C Advisors bought 3,895 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $124K.
Schwab US Dividend Equity ETF made up 0.42% of DB&C Advisors's portfolio in Q2 2026, its #47 holding.
DB&C Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on DB&C Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.