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

Financial Insights’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	$30.6M	Buy	965,398 +24,348	+3%	+$772K	8.06%	2
2026 Q1	$28.9M	Buy	941,050 +31,377	+3%	+$952K	9.36%	2
2025 Q4	$25M	Buy	909,673 +6,165	+0.7%	+$168K	8.36%	2
2025 Q3	$24.7M	Sell	903,508 -5,475	-0.6%	-$149K	8.17%	3
2025 Q2	$24.1M	Sell	908,983 -15,360	-2%	-$401K	8.8%	2
2025 Q1	$25.8M	Buy	924,343 +39,636	+4%	+$1.1M	10.29%	1
2024 Q4	$24.2M	Buy	884,707 +39,532	+5%	+$1.12M	8.97%	2
2024 Q3	$23.8M	Sell	845,175 -1,503	-0.2%	-$40.9K	7.52%	3
2024 Q2	$21.9M	Buy	846,678 +9,609	+1%	+$250K	6.1%	4
2024 Q1	$22.5M	Sell	837,069 -40,461	-5%	-$1.05M	6.28%	3
2023 Q4	$22.3M	Sell	877,530 -14,850	-2%	-$354K	6.96%	2
2023 Q3	$20.2M	Buy	892,380 +52,032	+6%	+$1.28M	7.23%	2
2023 Q2	$20.3M	Buy	840,348 +170,073	+25%	+$4.06M	7.47%	2
2023 Q1	$16.3M	Buy	670,275 +247,464	+59%	+$6.19M	6.65%	2
2022 Q4	$10.6M	Buy	422,811 +202,062	+92%	+$4.99M	5.04%	3
2022 Q3	$4.89M	Buy	+220,749	New	+$5.36M	3.29%	5

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 Insights's SCHD Position: Q2 2026 in Review

Financial Insights increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.6% in Q2 2026, buying an estimated $772K and bringing the position to 965,398 shares worth $30.6M. The position accounts for 8.06% of the portfolio, ranked #2.

Financial Insights first reported a position in SCHD in Q3 2022 and has held it in 16 quarters since. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Financial Insights held 965,398 shares of Schwab US Dividend Equity ETF worth $30.6M as of Q2 2026.
Financial Insights bought 24,348 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $772K.
Schwab US Dividend Equity ETF made up 8.06% of Financial Insights's portfolio in Q2 2026, its #2 holding.
Financial Insights first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 16 quarters since.
2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.