ETF Store’s Schwab US Dividend Equity ETF SCHD Stock Holding History

ETF Store’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	$1.84M	Buy	57,883 +5,882	+11%	+$187K	1.54%	20
2026 Q1	$1.6M	Buy	52,001 +2,663	+5%	+$80.8K	1.55%	20
2025 Q4	$1.35M	Buy	49,338 +316	+0.6%	+$8.59K	1.38%	22
2025 Q3	$1.34M	Buy	49,022 +2,588	+6%	+$70.6K	1.42%	21
2025 Q2	$1.23M	Buy	46,434 +4,836	+12%	+$126K	1.43%	21
2025 Q1	$1.16M	Buy	41,598 +5,124	+14%	+$143K	1.43%	20
2024 Q4	$996K	Buy	36,474 +5,142	+16%	+$146K	1.24%	20
2024 Q3	$883K	Buy	31,332 +564	+2%	+$15.4K	0.91%	25
2024 Q2	$798K	Sell	30,768 -3,732	-11%	-$97.1K	0.82%	26
2024 Q1	$927K	Buy	34,500 +9,135	+36%	+$236K	0.53%	35
2023 Q4	$644K	Buy	25,365 +5,421	+27%	+$129K	0.42%	44
2023 Q3	$469K	Sell	19,944 -216	-1%	-$5.3K	0.34%	53
2023 Q2	$496K	Sell	20,160 -876	-4%	-$20.9K	0.35%	51
2023 Q1	$506K	Sell	21,036 -807	-4%	-$20.2K	0.39%	44
2022 Q4	$559K	Buy	21,843 +3,621	+20%	+$89.4K	0.43%	41
2022 Q3	$404K	Buy	18,222 +3,426	+23%	+$83.2K	0.35%	45
2022 Q2	$354K	Buy	14,796 +117	+0.8%	+$2.98K	0.29%	51
2022 Q1	$375K	Sell	14,679 -123	-0.8%	-$3.22K	0.29%	51
2021 Q4	$385K	Buy	+14,802	New	+$385K	0.29%	51

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

ETF Store's SCHD Position: Q2 2026 in Review

ETF Store increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q2 2026, buying an estimated $187K and bringing the position to 57,883 shares worth $1.84M. The position accounts for 1.54% of the portfolio, ranked #20.

ETF Store first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 1,108 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

ETF Store held 57,883 shares of Schwab US Dividend Equity ETF worth $1.84M as of Q2 2026.
ETF Store bought 5,882 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $187K.
Schwab US Dividend Equity ETF made up 1.54% of ETF Store's portfolio in Q2 2026, its #20 holding.
ETF Store first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
1,108 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on ETF Store's 13F filing for Q2 2026, filed 29 Jul 2026.