Empirical Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Empirical Wealth 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	$4.36M	Buy	137,432 +24,167	+21%	+$767K	0.06%	176
2026 Q1	$3.47M	Buy	113,265 +35,539	+46%	+$1.08M	0.06%	184
2025 Q4	$2.13M	Sell	77,726 -18,345	-19%	-$499K	0.04%	242
2025 Q3	$2.62M	Buy	96,071 +16,234	+20%	+$443K	0.05%	211
2025 Q2	$2.12M	Buy	79,837 +10,478	+15%	+$274K	0.05%	227
2025 Q1	$1.94M	Sell	69,359 -99	-0.1%	-$2.76K	0.05%	216
2024 Q4	$1.9M	Buy	69,458 +3,836	+6%	+$109K	0.05%	204
2024 Q3	$1.85M	Sell	65,622 -6,621	-9%	-$180K	0.05%	196
2024 Q2	$1.87M	Buy	72,243 +3,897	+6%	+$101K	0.06%	188
2024 Q1	$1.84M	Buy	68,346 +4,617	+7%	+$119K	0.06%	186
2023 Q4	$1.62M	Buy	63,729 +3,939	+7%	+$93.9K	0.05%	191
2023 Q3	$1.41M	Buy	59,790 +1,035	+2%	+$25.4K	0.06%	189
2023 Q2	$1.42M	Sell	58,755 -16,236	-22%	-$388K	0.06%	192
2023 Q1	$1.83M	Buy	74,991 +7,347	+11%	+$184K	0.08%	151
2022 Q4	$1.7M	Sell	67,644 -786	-1%	-$19.4K	0.08%	149
2022 Q3	$1.51M	Buy	68,430 +2,646	+4%	+$64.3K	0.08%	158
2022 Q2	$1.57M	Buy	65,784 +5,412	+9%	+$138K	0.08%	155
2022 Q1	$1.59M	Buy	60,372 +24,492	+68%	+$641K	0.08%	158
2021 Q4	$967K	Buy	35,880 +9,825	+38%	+$255K	0.05%	226
2021 Q3	$645K	Buy	26,055 +8,373	+47%	+$213K	0.04%	250
2021 Q2	$446K	Buy	17,682 +150	+0.9%	+$3.79K	0.03%	316
2021 Q1	$426K	Buy	+17,532	New	+$399K	0.03%	275
2020 Q4	–	Sell	-24,996	Closed	-$461K	–	392
2020 Q3	$461K	Sell	24,996 -5,076	-17%	-$93.4K	0.04%	225
2020 Q2	$519K	Sell	30,072 -4,830	-14%	-$81.6K	0.05%	207
2020 Q1	$523K	Buy	34,902 +14,220	+69%	+$255K	0.06%	178
2019 Q4	$399K	Sell	20,682 -7,230	-26%	-$135K	0.04%	220
2019 Q3	$510K	Buy	27,912 +618	+2%	+$11.1K	0.06%	170
2019 Q2	$483K	Buy	27,294 +12,495	+84%	+$220K	0.06%	159
2019 Q1	$258K	Buy	+14,799	New	+$249K	0.04%	199
2018 Q2	–	Sell	-17,208	Closed	-$281K	–	190
2018 Q1	$281K	Buy	17,208 +324	+2%	+$5.53K	0.06%	138
2017 Q4	$288K	Buy	16,884 +921	+6%	+$15.1K	0.06%	119
2017 Q3	$249K	Buy	15,963 +822	+5%	+$12.6K	0.06%	121
2017 Q2	$228K	Buy	15,141 +360	+2%	+$5.4K	0.06%	119
2017 Q1	$220K	Buy	+14,781	New	+$218K	0.05%	121

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Empirical Wealth Management's SCHD Position: Q2 2026 in Review

Empirical Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 21% in Q2 2026, buying an estimated $767K and bringing the position to 137,432 shares worth $4.36M. The position accounts for 0.06% of the portfolio, ranked #176.

Empirical Wealth Management first reported a position in SCHD in Q1 2017 and has held it in 34 quarters since. 1,006 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Empirical Wealth Management held 137,432 shares of Schwab US Dividend Equity ETF worth $4.36M as of Q2 2026.
Empirical Wealth Management bought 24,167 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $767K.
Schwab US Dividend Equity ETF made up 0.06% of Empirical Wealth Management's portfolio in Q2 2026, its #176 holding.
Empirical Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2017 and has held it in 34 quarters since.
1,006 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.