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F.L. Putnam Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

F.L. Putnam Investment Management’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 		$1.31M Sell
41,307
-5,857
-12% -$186K 0.02% 340
2026
Q1 		$1.45M Sell
47,164
-23,281
-33% -$706K 0.02% 289
2025
Q4 		$1.93M Sell
70,445
-182,997
-72% -$4.98M 0.03% 255
2025
Q3 		$6.92M Sell
253,442
-77,488
-23% -$2.11M 0.1% 147
2025
Q2 		$8.77M Buy
330,930
+245,220
+286% +$6.4M 0.15% 128
2025
Q1 		$2.4M Buy
85,710
+60,606
+241% +$1.69M 0.04% 220
2024
Q4 		$686K Buy
25,104
+942
+4% +$26.8K 0.01% 369
2024
Q3 		$681K Sell
24,162
-933
-4% -$25.4K 0.01% 384
2024
Q2 		$650K Sell
25,095
-11,868
-32% -$309K 0.01% 374
2024
Q1 		$993K Sell
36,963
-1,125
-3% -$29.1K 0.02% 258
2023
Q4 		$967K Sell
38,088
-4,458
-10% -$106K 0.02% 258
2023
Q3 		$1M Buy
42,546
+13,071
+44% +$321K 0.03% 264
2023
Q2 		$713K Buy
29,475
+6,015
+26% +$144K 0.02% 308
2023
Q1 		$572K Buy
23,460
+10,728
+84% +$268K 0.02% 283
2022
Q4 		$321K Sell
12,732
-840
-6% -$20.7K 0.01% 341
2022
Q3 		$300K Sell
13,572
-513
-4% -$12.5K 0.01% 333
2022
Q2 		$336K Buy
14,085
+513
+4% +$13.1K 0.01% 324
2022
Q1 		$357K Buy
+13,572
New +$355K 0.01% 315

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
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

F.L. Putnam Investment Management's SCHD Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q2 2026, selling an estimated $186K and leaving 41,307 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #340.

F.L. Putnam Investment Management first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.77M in Q2 2025. 1,656 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • F.L. Putnam Investment Management held 41,307 shares of Schwab US Dividend Equity ETF worth $1.31M as of Q2 2026.
  • F.L. Putnam Investment Management sold 5,857 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $186K.
  • Schwab US Dividend Equity ETF made up 0.02% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #340 holding.
  • F.L. Putnam Investment Management first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • F.L. Putnam Investment Management's Schwab US Dividend Equity ETF position peaked at $8.77M in Q2 2025.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.