Equitable Holdings’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Equitable Holdings’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	$43.5M	Buy	1,371,794 +108,257	+9%	+$3.43M	0.26%	83
2026 Q1	$34.7M	Buy	1,263,537 +123,987	+11%	+$3.76M	0.22%	103
2025 Q4	$31.3M	Sell	1,139,550 -403,700	-26%	-$11M	0.21%	103
2025 Q3	$42.1M	Sell	1,543,250 -358,310	-19%	-$9.78M	0.31%	70
2025 Q2	$50.4M	Buy	1,901,560 +172,280	+10%	+$4.5M	0.42%	48
2025 Q1	$48.4M	Buy	1,729,280 +246,960	+17%	+$6.88M	0.46%	42
2024 Q4	$40.5M	Buy	1,482,320 +72,983	+5%	+$2.07M	0.39%	58
2024 Q3	$39.7M	Buy	1,409,337 +120,864	+9%	+$3.29M	0.38%	53
2024 Q2	$33.4M	Buy	1,288,473 +77,568	+6%	+$2.02M	0.35%	59
2024 Q1	$32.5M	Buy	1,210,905 +155,580	+15%	+$4.02M	0.37%	58
2023 Q4	$26.8M	Buy	1,055,325 +71,586	+7%	+$1.71M	0.33%	67
2023 Q3	$23.2M	Sell	983,739 -3,060	-0.3%	-$75.1K	0.33%	67
2023 Q2	$23.9M	Buy	986,799 +148,461	+18%	+$3.55M	0.34%	65
2023 Q1	$20.4M	Buy	838,338 +4,101	+0.5%	+$103K	0.33%	66
2022 Q4	$21M	Buy	834,237 +221,946	+36%	+$5.48M	0.37%	64
2022 Q3	$13.6M	Buy	612,291 +218,634	+56%	+$5.31M	0.26%	79
2022 Q2	$9.4M	Buy	393,657 +93,462	+31%	+$2.38M	0.18%	96
2022 Q1	$7.89M	Buy	300,195 +99,822	+50%	+$2.61M	0.13%	114
2021 Q4	$5.4M	Sell	200,373 -17,406	-8%	-$452K	0.09%	155
2021 Q3	$5.39M	Buy	217,779 +1,569	+0.7%	+$39.9K	0.09%	141
2021 Q2	$5.45M	Buy	216,210 +33,345	+18%	+$842K	0.09%	138
2021 Q1	$4.45M	Buy	182,865 +29,364	+19%	+$668K	0.09%	151
2020 Q4	$3.28M	Buy	153,501 +76,377	+99%	+$1.55M	0.07%	165
2020 Q3	$1.42M	Buy	77,124 +16,389	+27%	+$302K	0.04%	256
2020 Q2	$1.05M	Buy	60,735 +9,933	+20%	+$168K	0.03%	298
2020 Q1	$762K	Buy	50,802 +15,351	+43%	+$276K	0.03%	304
2019 Q4	$684K	Buy	+35,451	New	+$664K	0.02%	348

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

Equitable Holdings's SCHD Position: Q2 2026 in Review

Equitable Holdings increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.6% in Q2 2026, buying an estimated $3.43M and bringing the position to 1,371,794 shares worth $43.5M. The position accounts for 0.26% of the portfolio, ranked #83.

Equitable Holdings first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. The position peaked at $50.4M in Q2 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Equitable Holdings held 1,371,794 shares of Schwab US Dividend Equity ETF worth $43.5M as of Q2 2026.
Equitable Holdings bought 108,257 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.43M.
Schwab US Dividend Equity ETF made up 0.26% of Equitable Holdings's portfolio in Q2 2026, its #83 holding.
Equitable Holdings first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
Equitable Holdings's Schwab US Dividend Equity ETF position peaked at $50.4M in Q2 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.