Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Envestnet Portfolio Solutions’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 		$5.29M Buy
166,691
+97,585
+141% +$3.1M 0.03% 319
2026
Q1 		$2.12M Sell
69,106
-298,885
-81% -$9.07M 0.01% 444
2025
Q4 		$10.1M Sell
367,991
-13,502
-4% -$367K 0.04% 237
2025
Q3 		$10.4M Buy
381,493
+39,280
+11% +$1.07M 0.04% 222
2025
Q2 		$9.07M Sell
342,213
-12,008
-3% -$314K 0.03% 243
2025
Q1 		$9.9M Buy
354,221
+627
+0.2% +$17.5K 0.04% 230
2024
Q4 		$9.66M Buy
353,594
+40,403
+13% +$1.15M 0.03% 255
2024
Q3 		$8.82M Buy
313,191
+17,439
+6% +$475K 0.03% 274
2024
Q2 		$7.67M Buy
295,752
+9,369
+3% +$244K 0.03% 281
2024
Q1 		$7.7M Sell
286,383
-4,419
-2% -$114K 0.03% 284
2023
Q4 		$7.38M Buy
290,802
+135,738
+88% +$3.23M 0.03% 252
2023
Q3 		$3.66M Buy
+155,064
New +$3.81M 0.02% 387

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

Envestnet Portfolio Solutions's SCHD Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Schwab US Dividend Equity ETF (SCHD) stake by 141% in Q2 2026, buying an estimated $3.1M and bringing the position to 166,691 shares worth $5.29M. The position accounts for 0.03% of the portfolio, ranked #319.

Envestnet Portfolio Solutions first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.4M in Q3 2025. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Envestnet Portfolio Solutions held 166,691 shares of Schwab US Dividend Equity ETF worth $5.29M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 97,585 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.1M.
  • Schwab US Dividend Equity ETF made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #319 holding.
  • Envestnet Portfolio Solutions first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Schwab US Dividend Equity ETF position peaked at $10.4M in Q3 2025.
  • 2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.