First Trust Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

First Trust 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	$363K	Buy	11,448 +238	+2%	+$7.55K	﹤0.01%	2484
2026 Q1	$344K	Buy	+11,210	New	+$340K	﹤0.01%	2426
2025 Q2	–	Sell	-8,898	Closed	-$249K	–	2697
2025 Q1	$249K	Sell	8,898 -19,752	-69%	-$551K	﹤0.01%	2413
2024 Q4	$783K	Buy	+28,650	New	+$814K	﹤0.01%	2124

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

First Trust Advisors's SCHD Position: Q2 2026 in Review

First Trust Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.1% in Q2 2026, buying an estimated $7.55K and bringing the position to 11,448 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

First Trust Advisors first reported a position in SCHD in Q4 2024 and has held it in 4 quarters since. The position peaked at $783K in Q4 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

First Trust Advisors held 11,448 shares of Schwab US Dividend Equity ETF worth $363K as of Q2 2026.
First Trust Advisors bought 238 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $7.55K.
Schwab US Dividend Equity ETF made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2484 holding.
First Trust Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 4 quarters since.
First Trust Advisors's Schwab US Dividend Equity ETF position peaked at $783K in Q4 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.