Edgestream Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Edgestream Partners’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	$369K	Sell	11,642 -64,600	-85%	-$2.05M	0.01%	841
2026 Q1	$2.34M	Buy	76,242 +41,818	+121%	+$1.27M	0.08%	456
2025 Q4	$944K	Buy	+34,424	New	+$936K	0.03%	709
2025 Q2	–	Sell	-14,953	Closed	-$418K	–	1039
2025 Q1	$418K	Buy	+14,953	New	+$417K	0.01%	721
2024 Q3	–	Sell	-27,330	Closed	-$708K	–	1047
2024 Q2	$708K	Buy	27,330 +16,323	+148%	+$425K	0.03%	607
2024 Q1	$296K	Sell	11,007 -17,430	-61%	-$450K	0.01%	727
2023 Q4	$722K	Buy	+28,437	New	+$678K	0.05%	520

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

Edgestream Partners's SCHD Position: Q2 2026 in Review

Edgestream Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 85% in Q2 2026, selling an estimated $2.05M and leaving 11,642 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #841.

Edgestream Partners first reported a position in SCHD in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.34M in Q1 2026. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Edgestream Partners held 11,642 shares of Schwab US Dividend Equity ETF worth $369K as of Q2 2026.
Edgestream Partners sold 64,600 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.05M.
Schwab US Dividend Equity ETF made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #841 holding.
Edgestream Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 7 quarters since.
Edgestream Partners's Schwab US Dividend Equity ETF position peaked at $2.34M in Q1 2026.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.