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Family Investment Center’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Family Investment Center’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 		$7.11M Sell
224,202
-6,092
-3% -$193K 1.18% 18
2026
Q1 		$7.07M Sell
230,294
-1,843
-0.8% -$55.9K 1.36% 17
2025
Q4 		$6.37M Sell
232,137
-20,273
-8% -$551K 1.29% 18
2025
Q3 		$6.89M Sell
252,410
-4,225
-2% -$115K 1.43% 17
2025
Q2 		$6.8M Buy
256,635
+11,299
+5% +$295K 1.54% 17
2025
Q1 		$6.86M Buy
245,336
+2,673
+1% +$74.5K 1.68% 17
2024
Q4 		$6.63M Buy
242,663
+1,025
+0.4% +$29.1K 1.68% 19
2024
Q3 		$6.81M Sell
241,638
-2,727
-1% -$74.3K 1.71% 20
2024
Q2 		$6.33M Buy
244,365
+3,825
+2% +$99.6K 1.89% 19
2024
Q1 		$6.46M Buy
240,540
+136,302
+131% +$3.52M 2.08% 17
2023
Q4 		$2.65M Buy
104,238
+11,652
+13% +$278K 1.33% 13
2023
Q3 		$2.18M Buy
92,586
+336
+0.4% +$8.24K 1.32% 13
2023
Q2 		$2.23M Buy
92,250
+2,655
+3% +$63.4K 1.43% 13
2023
Q1 		$2.18M Buy
89,595
+1,473
+2% +$36.8K 1.5% 13
2022
Q4 		$2.22M Buy
+88,122
New +$2.18M 1.62% 13

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
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

Family Investment Center's SCHD Position: Q2 2026 in Review

Family Investment Center reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.6% in Q2 2026, selling an estimated $193K and leaving 224,202 shares worth $7.11M. The position accounts for 1.18% of the portfolio, ranked #18.

Family Investment Center first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Family Investment Center held 224,202 shares of Schwab US Dividend Equity ETF worth $7.11M as of Q2 2026.
  • Family Investment Center sold 6,092 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $193K.
  • Schwab US Dividend Equity ETF made up 1.18% of Family Investment Center's portfolio in Q2 2026, its #18 holding.
  • Family Investment Center first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.