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

Evolution 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	$1.15M	Sell	36,393 -15,395	-30%	-$488K	0.14%	76
2026 Q1	$1.59M	Sell	51,788 -86,610	-63%	-$2.63M	0.16%	56
2025 Q4	$3.8M	Buy	138,398 +781	+0.6%	+$21.2K	0.38%	36
2025 Q3	$3.76M	Sell	137,617 -216	-0.2%	-$5.89K	0.5%	38
2025 Q2	$3.65M	Sell	137,833 -64,371	-32%	-$1.68M	0.53%	36
2025 Q1	$5.65M	Buy	202,204 +49	+0%	+$1.37K	0.94%	22
2024 Q4	$5.52M	Buy	202,155 +6,057	+3%	+$172K	0.92%	22
2024 Q3	$5.53M	Buy	196,098 +69	+0%	+$1.88K	0.99%	23
2024 Q2	$5.08M	Sell	196,029 -3,312	-2%	-$86.2K	0.99%	24
2024 Q1	$5.36M	Buy	199,341 +12,831	+7%	+$331K	1.03%	22
2023 Q4	$4.73M	Sell	186,510 -2,652	-1%	-$63.2K	0.95%	26
2023 Q3	$4.46M	Buy	189,162 +6,588	+4%	+$162K	1%	29
2023 Q2	$4.42M	Buy	182,574 +7,341	+4%	+$175K	0.98%	28
2023 Q1	$4.27M	Sell	175,233 -11,595	-6%	-$290K	1.03%	28
2022 Q4	$4.7M	Buy	186,828 +1,560	+0.8%	+$38.5K	1.19%	24
2022 Q3	$4.1M	Sell	185,268 -45,201	-20%	-$1.1M	1.12%	23
2022 Q2	$5.5M	Buy	230,469 +3,285	+1%	+$83.6K	1.39%	19
2022 Q1	$5.97M	Buy	227,184 +8,115	+4%	+$213K	1.23%	19
2021 Q4	$5.9M	Buy	219,069 +4,008	+2%	+$104K	0.89%	21
2021 Q3	$5.32M	Buy	215,061 +19,740	+10%	+$502K	1.14%	21
2021 Q2	$4.92M	Sell	195,321 -37,713	-16%	-$952K	1%	23
2021 Q1	$5.66M	Buy	233,034 +10,401	+5%	+$237K	1.26%	22
2020 Q4	$4.76M	Buy	222,633 +121,185	+119%	+$2.46M	1.07%	27
2020 Q3	$1.87M	Buy	101,448 +32,808	+48%	+$604K	0.51%	39
2020 Q2	$1.18M	Sell	68,640 -513,261	-88%	-$8.67M	0.39%	41
2020 Q1	$8.72M	Sell	581,901 -90,864	-14%	-$1.63M	3.52%	9
2019 Q4	$13M	Buy	+672,765	New	+$12.6M	3.25%	8

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

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

Evolution Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 30% in Q2 2026, selling an estimated $488K and leaving 36,393 shares worth $1.15M. The position accounts for 0.14% of the portfolio, ranked #76.

Evolution Wealth Advisors first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. The position peaked at $13M in Q4 2019. 2,137 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Evolution Wealth Advisors held 36,393 shares of Schwab US Dividend Equity ETF worth $1.15M as of Q2 2026.
Evolution Wealth Advisors sold 15,395 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $488K.
Schwab US Dividend Equity ETF made up 0.14% of Evolution Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Evolution Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
Evolution Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $13M in Q4 2019.
2,137 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.