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D'Orazio & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

D'Orazio & Associates’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 		$200K Sell
6,318
-824
-12% -$26.1K 0.02% 301
2026
Q1 		$219K Sell
7,142
-2,218
-24% -$67.3K 0.03% 266
2025
Q4 		$257K Buy
9,360
+1,674
+22% +$45.5K 0.03% 221
2025
Q3 		$210K Sell
7,686
-2,432
-24% -$66.3K 0.03% 251
2025
Q2 		$268K Sell
10,118
-12,462
-55% -$325K 0.04% 188
2025
Q1 		$631K Sell
22,580
-7,271
-24% -$203K 0.1% 79
2024
Q4 		$816K Sell
29,851
-1,421
-5% -$40.4K 0.12% 63
2024
Q3 		$881K Sell
31,272
-2,139
-6% -$58.3K 0.12% 61
2024
Q2 		$866K Sell
33,411
-10,155
-23% -$264K 0.13% 57
2024
Q1 		$1.17M Sell
43,566
-5,478
-11% -$142K 0.19% 44
2023
Q4 		$1.24M Sell
49,044
-111,030
-69% -$2.65M 0.22% 38
2023
Q3 		$3.78M Sell
160,074
-67,200
-30% -$1.65M 0.85% 22
2023
Q2 		$5.5M Sell
227,274
-49,797
-18% -$1.19M 1.28% 14
2023
Q1 		$6.76M Sell
277,071
-35,118
-11% -$878K 1.75% 13
2022
Q4 		$7.86M Buy
312,189
+183,489
+143% +$4.53M 1.86% 12
2022
Q3 		$2.85M Buy
+128,700
New +$3.13M 0.83% 16
2021
Q2 		– Sell
-120
Closed -$3K – 417
2021
Q1 		$3K Hold
120
– – ﹤0.01% 340
2020
Q4 		$3K Hold
120
– – ﹤0.01% 317
2020
Q3 		$2K Hold
120
– – ﹤0.01% 297
2020
Q2 		$2K Sell
120
-5,733
-98% -$96.8K ﹤0.01% 308
2020
Q1 		$88K Hold
5,853
– – 0.04% 95
2019
Q4 		$113K Sell
5,853
-84
-1% -$1.57K 0.03% 101
2019
Q3 		$108K Buy
5,937
+5,733
+2,810% +$103K 0.03% 99
2019
Q2 		$4K Hold
204
– – ﹤0.01% 286
2019
Q1 		$4K Hold
204
– – ﹤0.01% 290
2018
Q4 		$3K Buy
204
+90
+79% +$1.5K ﹤0.01% 263
2018
Q3 		$2K Hold
114
– – ﹤0.01% 263
2018
Q2 		$2K Hold
114
– – ﹤0.01% 251
2018
Q1 		$2K Hold
114
– – ﹤0.01% 265
2017
Q4 		$2K Buy
+114
New +$1.87K ﹤0.01% 302
2017
Q3 		– Sell
-159
Closed -$2K – 318
2017
Q2 		$2K Buy
+159
New +$2.39K ﹤0.01% 303

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

D'Orazio & Associates's SCHD Position: Q2 2026 in Review

D'Orazio & Associates reduced its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q2 2026, selling an estimated $26.1K and leaving 6,318 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #301.

D'Orazio & Associates first reported a position in SCHD in Q2 2017 and has held it in 31 quarters since. The position peaked at $7.86M in Q4 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • D'Orazio & Associates held 6,318 shares of Schwab US Dividend Equity ETF worth $200K as of Q2 2026.
  • D'Orazio & Associates sold 824 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $26.1K.
  • Schwab US Dividend Equity ETF made up 0.02% of D'Orazio & Associates's portfolio in Q2 2026, its #301 holding.
  • D'Orazio & Associates first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and has held it in 31 quarters since.
  • D'Orazio & Associates's Schwab US Dividend Equity ETF position peaked at $7.86M in Q4 2022.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.