Fort Sheridan Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fort Sheridan 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	$812K	Sell	25,595 -251	-1%	-$7.96K	0.09%	140
2026 Q1	$793K	Buy	25,846 +3,752	+17%	+$114K	0.1%	138
2025 Q4	$606K	Sell	22,094 -6,412	-22%	-$174K	0.08%	150
2025 Q3	$778K	Buy	28,506 +2,949	+12%	+$80.5K	0.1%	124
2025 Q2	$677K	Buy	25,557 +8,809	+53%	+$230K	0.1%	127
2025 Q1	$468K	Buy	16,748 +1,061	+7%	+$29.6K	0.07%	159
2024 Q4	$429K	Buy	15,687 +1,380	+10%	+$39.2K	0.06%	174
2024 Q3	$403K	Sell	14,307 -66	-0.5%	-$1.8K	0.06%	176
2024 Q2	$373K	Buy	+14,373	New	+$374K	0.06%	179

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

Fort Sheridan Advisors's SCHD Position: Q2 2026 in Review

Fort Sheridan Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.97% in Q2 2026, selling an estimated $7.96K and leaving 25,595 shares worth $812K. The position accounts for 0.09% of the portfolio, ranked #140.

Fort Sheridan Advisors first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Fort Sheridan Advisors held 25,595 shares of Schwab US Dividend Equity ETF worth $812K as of Q2 2026.
Fort Sheridan Advisors sold 251 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $7.96K.
Schwab US Dividend Equity ETF made up 0.09% of Fort Sheridan Advisors's portfolio in Q2 2026, its #140 holding.
Fort Sheridan Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.