Enclave Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Enclave 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	$1.8M	Sell	56,712 -145,476	-72%	-$4.62M	0.23%	59
2026 Q1	$6.2M	Buy	202,188 +154,119	+321%	+$4.68M	0.85%	33
2025 Q4	$1.32M	Sell	48,069 -23,084	-32%	-$628K	0.19%	63
2025 Q3	$1.94M	Sell	71,153 -17,378	-20%	-$474K	0.3%	46
2025 Q2	$2.35M	Sell	88,531 -5,473	-6%	-$143K	0.38%	41
2025 Q1	$2.63M	Sell	94,004 -765	-0.8%	-$21.3K	0.45%	38
2024 Q4	$2.59M	Sell	94,769 -3,034	-3%	-$86.3K	0.43%	41
2024 Q3	$2.76M	Buy	+97,803	New	+$2.66M	0.47%	37

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

Enclave Advisors's SCHD Position: Q2 2026 in Review

Enclave Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 72% in Q2 2026, selling an estimated $4.62M and leaving 56,712 shares worth $1.8M. The position accounts for 0.23% of the portfolio, ranked #59.

Enclave Advisors first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.2M in Q1 2026. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Enclave Advisors held 56,712 shares of Schwab US Dividend Equity ETF worth $1.8M as of Q2 2026.
Enclave Advisors sold 145,476 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.62M.
Schwab US Dividend Equity ETF made up 0.23% of Enclave Advisors's portfolio in Q2 2026, its #59 holding.
Enclave Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
Enclave Advisors's Schwab US Dividend Equity ETF position peaked at $6.2M in Q1 2026.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.