Ehrlich Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ehrlich Financial Group’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	$1.62M	Buy	51,142 +4,582	+10%	+$145K	0.83%	34
2026 Q1	$1.43M	Buy	46,560 +136	+0.3%	+$4.13K	0.82%	36
2025 Q4	$1.27M	Sell	46,424 -6,302	-12%	-$171K	0.72%	37
2025 Q3	$1.44M	Sell	52,726 -881	-2%	-$24K	0.85%	34
2025 Q2	$1.42M	Buy	53,607 +4,143	+8%	+$108K	0.92%	34
2025 Q1	$1.38M	Sell	49,464 -2,096	-4%	-$58.4K	1.01%	28
2024 Q4	$1.41M	Buy	51,560 +6,011	+13%	+$171K	1%	27
2024 Q3	$1.28M	Buy	45,549 +1,716	+4%	+$46.7K	0.92%	27
2024 Q2	$1.14M	Sell	43,833 -29,928	-41%	-$779K	0.9%	26
2024 Q1	$1.98M	Buy	73,761 +1,773	+2%	+$45.8K	1.67%	21
2023 Q4	$1.83M	Buy	+71,988	New	+$1.72M	1.83%	19

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

Ehrlich Financial Group's SCHD Position: Q2 2026 in Review

Ehrlich Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 9.8% in Q2 2026, buying an estimated $145K and bringing the position to 51,142 shares worth $1.62M. The position accounts for 0.83% of the portfolio, ranked #34.

Ehrlich Financial Group first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.98M in Q1 2024. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Ehrlich Financial Group held 51,142 shares of Schwab US Dividend Equity ETF worth $1.62M as of Q2 2026.
Ehrlich Financial Group bought 4,582 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $145K.
Schwab US Dividend Equity ETF made up 0.83% of Ehrlich Financial Group's portfolio in Q2 2026, its #34 holding.
Ehrlich Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Ehrlich Financial Group's Schwab US Dividend Equity ETF position peaked at $1.98M in Q1 2024.
2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.