Financial Engines Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financial Engines 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	$2.58M	Sell	81,458 -234	-0.3%	-$7.42K	﹤0.01%	213
2026 Q1	$2.51M	Buy	81,692 +2,188	+3%	+$66.4K	0.01%	203
2025 Q4	$2.18M	Buy	79,504 +9,845	+14%	+$268K	﹤0.01%	230
2025 Q3	$1.9M	Buy	69,659 +15,576	+29%	+$425K	﹤0.01%	242
2025 Q2	$1.43M	Buy	54,083 +10,900	+25%	+$285K	﹤0.01%	251
2025 Q1	$1.21M	Buy	43,183 +4,524	+12%	+$126K	﹤0.01%	240
2024 Q4	$1.06M	Buy	38,659 +11,611	+43%	+$330K	﹤0.01%	254
2024 Q3	$762K	Sell	27,048 -861	-3%	-$23.5K	﹤0.01%	251
2024 Q2	$732K	Sell	27,909 -8,949	-24%	-$233K	﹤0.01%	229
2024 Q1	$991K	Sell	36,858 -723	-2%	-$18.7K	﹤0.01%	200
2023 Q4	$954K	Buy	37,581 +1,980	+6%	+$47.2K	﹤0.01%	185
2023 Q3	$840K	Buy	35,601 +3,651	+11%	+$89.6K	﹤0.01%	178
2023 Q2	$773K	Sell	31,950 -1,035	-3%	-$24.7K	﹤0.01%	184
2023 Q1	$804K	Buy	32,985 +6,780	+26%	+$170K	﹤0.01%	188
2022 Q4	$660K	Buy	26,205 +507	+2%	+$12.5K	﹤0.01%	198
2022 Q3	$569K	Buy	25,698 +8,721	+51%	+$212K	﹤0.01%	193
2022 Q2	$405K	Buy	16,977 +8,853	+109%	+$225K	﹤0.01%	224
2022 Q1	$214K	Buy	+8,124	New	+$213K	﹤0.01%	298
2018 Q4	–	Sell	-339	Closed	-$6K	–	168
2018 Q3	$6K	Buy	+339	New	+$5.87K	﹤0.01%	112

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

Financial Engines Advisors's SCHD Position: Q2 2026 in Review

Financial Engines Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.29% in Q2 2026, selling an estimated $7.42K and leaving 81,458 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Financial Engines Advisors first reported a position in SCHD in Q3 2018 and has held it in 19 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Financial Engines Advisors held 81,458 shares of Schwab US Dividend Equity ETF worth $2.58M as of Q2 2026.
Financial Engines Advisors sold 234 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $7.42K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #213 holding.
Financial Engines Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2018 and has held it in 19 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.