Fisher Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fisher Asset 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	$1.51M	Sell	47,519 -20,507	-30%	-$651K	﹤0.01%	649
2026 Q1	$2.09M	Buy	68,026 +11,796	+21%	+$358K	﹤0.01%	569
2025 Q4	$1.54M	Sell	56,230 -67,470	-55%	-$1.83M	﹤0.01%	607
2025 Q3	$3.38M	Buy	123,700 +52,616	+74%	+$1.44M	﹤0.01%	514
2025 Q2	$1.88M	Buy	71,084 +5,889	+9%	+$154K	﹤0.01%	585
2025 Q1	$1.82M	Buy	65,195 +23,058	+55%	+$643K	﹤0.01%	589
2024 Q4	$1.15M	Buy	42,137 +1,532	+4%	+$43.6K	﹤0.01%	643
2024 Q3	$1.14M	Sell	40,605 -14,412	-26%	-$393K	﹤0.01%	647
2024 Q2	$1.43M	Buy	55,017 +7,194	+15%	+$187K	﹤0.01%	631
2024 Q1	$1.29M	Buy	47,823 +9,240	+24%	+$239K	﹤0.01%	653
2023 Q4	$979K	Sell	38,583 -14,760	-28%	-$352K	﹤0.01%	696
2023 Q3	$1.26M	Buy	53,343 +16,275	+44%	+$399K	﹤0.01%	703
2023 Q2	$897K	Sell	37,068 -7,266	-16%	-$174K	﹤0.01%	798
2023 Q1	$1.08M	Buy	44,334 +3,000	+7%	+$75K	﹤0.01%	768
2022 Q4	$1.04M	Buy	41,334 +5,796	+16%	+$143K	﹤0.01%	761
2022 Q3	$787K	Buy	35,538 +5,721	+19%	+$139K	﹤0.01%	708
2022 Q2	$712K	Sell	29,817 -4,290	-13%	-$109K	﹤0.01%	666
2022 Q1	$897K	Buy	34,107 +2,475	+8%	+$64.8K	﹤0.01%	640
2021 Q4	$852K	Sell	31,632 -3,711	-10%	-$96.4K	﹤0.01%	668
2021 Q3	$875K	Buy	35,343 +3,201	+10%	+$81.4K	﹤0.01%	641
2021 Q2	$810K	Sell	32,142 -11,373	-26%	-$287K	﹤0.01%	648
2021 Q1	$1.06M	Buy	43,515 +12,213	+39%	+$278K	﹤0.01%	604
2020 Q4	$669K	Sell	31,302 -4,044	-11%	-$82K	﹤0.01%	660
2020 Q3	$652K	Sell	35,346 -27,165	-43%	-$500K	﹤0.01%	611
2020 Q2	$1.08M	Buy	+62,511	New	+$1.06M	﹤0.01%	555
2020 Q1	–	Sell	-57,162	Closed	-$1.1M	–	838
2019 Q4	$1.1M	Buy	+57,162	New	+$1.07M	﹤0.01%	575
2019 Q2	–	Sell	-14,166	Closed	-$247K	–	863
2019 Q1	$247K	Buy	+14,166	New	+$238K	﹤0.01%	730

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Fisher Asset Management's SCHD Position: Q2 2026 in Review

Fisher Asset Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 30% in Q2 2026, selling an estimated $651K and leaving 47,519 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Fisher Asset Management first reported a position in SCHD in Q1 2019 and has held it in 27 quarters since. The position peaked at $3.38M in Q3 2025. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Fisher Asset Management held 47,519 shares of Schwab US Dividend Equity ETF worth $1.51M as of Q2 2026.
Fisher Asset Management sold 20,507 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $651K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #649 holding.
Fisher Asset Management first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 27 quarters since.
Fisher Asset Management's Schwab US Dividend Equity ETF position peaked at $3.38M in Q3 2025.
1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.