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

EP Wealth 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	$17.5M	Buy	550,939 +60,830	+12%	+$1.93M	0.07%	198
2026 Q1	$15M	Buy	490,109 +57,014	+13%	+$1.73M	0.07%	173
2025 Q4	$11.9M	Buy	+433,095	New	+$11.8M	0.06%	180
2025 Q2	$13.1M	Buy	495,271 +306,177	+162%	+$8M	0.09%	160
2025 Q1	$5.29M	Sell	189,094 -7,044	-4%	-$196K	0.04%	218
2024 Q4	$5.36M	Buy	196,138 +6,910	+4%	+$196K	0.04%	208
2024 Q3	$5.33M	Buy	189,228 +6,423	+4%	+$175K	0.05%	214
2024 Q2	$4.74M	Buy	182,805 +19,644	+12%	+$511K	0.05%	188
2024 Q1	$4.39M	Sell	163,161 -492,900	-75%	-$12.7M	0.05%	181
2023 Q4	$16.6M	Sell	656,061 -51,975	-7%	-$1.24M	0.21%	84
2023 Q3	$16.7M	Buy	708,036 +678,132	+2,268%	+$16.6M	0.26%	78
2023 Q2	$16.9M	Sell	29,904 -11,079	-27%	-$265K	0.24%	78
2023 Q1	$654K	Sell	40,983 -869,607	-95%	-$21.7M	0.01%	362
2022 Q4	$22.9M	Buy	910,590 +205,398	+29%	+$5.07M	0.41%	58
2022 Q3	$15.6M	Buy	705,192 +518,445	+278%	+$12.6M	0.35%	60
2022 Q2	$4.46M	Buy	186,747 +25,632	+16%	+$652K	0.1%	118
2022 Q1	$4.24M	Buy	161,115 +21,063	+15%	+$552K	0.09%	126
2021 Q4	$3.77M	Sell	140,052 -50,751	-27%	-$1.32M	0.09%	130
2021 Q3	$4.72M	Sell	190,803 -98,904	-34%	-$2.51M	0.13%	92
2021 Q2	$7.3M	Sell	289,707 -30,993	-10%	-$783K	0.2%	78
2021 Q1	$7.79M	Buy	+320,700	New	+$7.29M	0.25%	70

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

EP Wealth Advisors's SCHD Position: Q2 2026 in Review

EP Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q2 2026, buying an estimated $1.93M and bringing the position to 550,939 shares worth $17.5M. The position accounts for 0.07% of the portfolio, ranked #198.

EP Wealth Advisors first reported a position in SCHD in Q1 2021 and has held it in 21 quarters since. The position peaked at $22.9M in Q4 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

EP Wealth Advisors held 550,939 shares of Schwab US Dividend Equity ETF worth $17.5M as of Q2 2026.
EP Wealth Advisors bought 60,830 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.93M.
Schwab US Dividend Equity ETF made up 0.07% of EP Wealth Advisors's portfolio in Q2 2026, its #198 holding.
EP Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 21 quarters since.
EP Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $22.9M in Q4 2022.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.