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Everest Management Corp’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Everest Management Corp’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 		$310K Buy
+9,790
New +$311K 0.12% 70
2025
Q3 		– Sell
-13,853
Closed -$367K – 68
2025
Q2 		$367K Buy
+13,853
New +$362K 0.26% 45

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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

Everest Management Corp's SCHD Position: Q2 2026 in Review

Everest Management Corp opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 9,790 shares worth $310K. The stake represents 0.12% of the portfolio and ranks #70 among its holdings. This is a return to the name: Everest Management Corp previously reported a position in SCHD as recently as Q2 2025.

Everest Management Corp first reported a position in SCHD in Q2 2025 and has held it in 2 quarters since. The position peaked at $367K in Q2 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Everest Management Corp held 9,790 shares of Schwab US Dividend Equity ETF worth $310K as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new Everest Management Corp position in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.12% of Everest Management Corp's portfolio in Q2 2026, its #70 holding.
  • Everest Management Corp first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 2 quarters since.
  • Everest Management Corp's Schwab US Dividend Equity ETF position peaked at $367K in Q2 2025.
  • 2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Everest Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.