Essex Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Essex Financial Services’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	$2.66M	Buy	84,035 +6,736	+9%	+$214K	0.13%	152
2026 Q1	$2.37M	Buy	77,299 +22,364	+41%	+$678K	0.13%	155
2025 Q4	$1.51M	Buy	54,935 +44	+0.1%	+$1.2K	0.09%	205
2025 Q3	$1.5M	Sell	54,891 -2,868	-5%	-$78.2K	0.09%	197
2025 Q2	$1.53M	Buy	57,759 +2,914	+5%	+$76.1K	0.1%	186
2025 Q1	$1.53M	Sell	54,845 -1,617	-3%	-$45.1K	0.11%	173
2024 Q4	$1.54M	Sell	56,462 -109,543	-66%	-$3.11M	0.11%	168
2024 Q3	$1.57M	Buy	166,005 +97,074	+141%	+$2.64M	0.11%	169
2024 Q2	$1.84M	Buy	68,931 +2,733	+4%	+$71.1K	0.14%	147
2024 Q1	$1.78M	Sell	66,198 -2,007	-3%	-$51.9K	0.16%	126
2023 Q4	$1.73M	Buy	68,205 +588	+0.9%	+$14K	0.18%	120
2023 Q3	$1.59M	Sell	67,617 -27	-0%	-$663	0.18%	116
2023 Q2	$1.64M	Sell	67,644 -678	-1%	-$16.2K	0.19%	116
2023 Q1	$1.67M	Sell	68,322 -2,238	-3%	-$56K	0.18%	120
2022 Q4	$1.78M	Sell	70,560 -14,760	-17%	-$364K	0.19%	115
2022 Q3	$1.89M	Sell	85,320 -2,532	-3%	-$61.5K	0.23%	104
2022 Q2	$2.1M	Buy	87,852 +2,553	+3%	+$64.9K	0.23%	99
2022 Q1	$2.24M	Buy	85,299 +5,394	+7%	+$141K	0.22%	108
2021 Q4	$2.15M	Buy	79,905 +840	+1%	+$21.8K	0.21%	104
2021 Q3	$1.96M	Buy	79,065 +5,868	+8%	+$149K	0.22%	102
2021 Q2	$1.78M	Hold	73,197	–	–	0.26%	94
2021 Q1	$1.78M	Buy	73,197 +1,578	+2%	+$35.9K	0.32%	81
2020 Q4	$1.53M	Buy	71,619 +129	+0.2%	+$2.62K	0.3%	82
2020 Q3	$1.32M	Buy	71,490 +138	+0.2%	+$2.54K	0.32%	69
2020 Q2	$1.23M	Buy	71,352 +44,559	+166%	+$753K	0.38%	68
2020 Q1	$402K	Buy	+26,793	New	+$481K	0.14%	148
2018 Q2	–	Sell	-16,827	Closed	-$275K	–	335
2018 Q1	$275K	Buy	+16,827	New	+$287K	0.05%	280

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 22.9% 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

Essex Financial Services's SCHD Position: Q2 2026 in Review

Essex Financial Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.7% in Q2 2026, buying an estimated $214K and bringing the position to 84,035 shares worth $2.66M. The position accounts for 0.13% of the portfolio, ranked #152.

Essex Financial Services first reported a position in SCHD in Q1 2018 and has held it in 27 quarters since. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Essex Financial Services held 84,035 shares of Schwab US Dividend Equity ETF worth $2.66M as of Q2 2026.
Essex Financial Services bought 6,736 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $214K.
Schwab US Dividend Equity ETF made up 0.13% of Essex Financial Services's portfolio in Q2 2026, its #152 holding.
Essex Financial Services first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 27 quarters since.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.