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Glass Jacobson Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Glass Jacobson Investment 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 		$1.51M Buy
47,590
+4,808
+11% +$153K 0.47% 71
2026
Q1 		$1.31M Buy
42,782
+4,865
+13% +$148K 0.45% 76
2025
Q4 		$1.04M Sell
37,917
-1,178
-3% -$32K 0.37% 79
2025
Q3 		$1.07M Sell
39,095
-1,719
-4% -$46.9K 0.39% 81
2025
Q2 		$1.08M Sell
40,814
-8,927
-18% -$233K 0.42% 73
2025
Q1 		$1.36M Hold
49,741
– – 0.45% 71
2024
Q4 		$1.36M Sell
49,741
-2,009
-4% -$57.1K 0.45% 71
2024
Q3 		$1.46M Buy
51,750
+13,479
+35% +$367K 0.48% 67
2024
Q2 		$992K Buy
38,271
+81
+0.2% +$2.11K 0.36% 84
2024
Q1 		$1.03M Sell
38,190
-141
-0.4% -$3.64K 0.39% 79
2023
Q4 		$973K Sell
38,331
-9,240
-19% -$220K 0.4% 81
2023
Q3 		$1.12M Sell
47,571
-4,713
-9% -$116K 0.51% 59
2023
Q2 		$1.27M Buy
+52,284
New +$1.25M 0.58% 50
2022
Q4 		$1.28M Buy
+51,012
New +$1.26M 0.64% 42

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Glass Jacobson Investment Advisors's SCHD Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q2 2026, buying an estimated $153K and bringing the position to 47,590 shares worth $1.51M. The position accounts for 0.47% of the portfolio, ranked #71.

Glass Jacobson Investment Advisors first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. 1,595 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Glass Jacobson Investment Advisors held 47,590 shares of Schwab US Dividend Equity ETF worth $1.51M as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 4,808 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $153K.
  • Schwab US Dividend Equity ETF made up 0.47% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • Glass Jacobson Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,595 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.