Glassy Mountain Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Glassy Mountain 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	$3.22M	Sell	101,700 -2,381	-2%	-$75.5K	0.88%	40
2026 Q1	$3.19M	Sell	104,081 -1,421	-1%	-$43.1K	0.99%	36
2025 Q4	$2.89M	Buy	105,502 +683	+0.7%	+$18.6K	0.88%	41
2025 Q3	$2.86M	Sell	104,819 -10,098	-9%	-$275K	0.86%	41
2025 Q2	$3.05M	Buy	114,917 +1,089	+1%	+$28.4K	0.98%	38
2025 Q1	$3.18M	Buy	113,828 +3,124	+3%	+$87.1K	1.13%	35
2024 Q4	$3.02M	Buy	110,704 +9,373	+9%	+$266K	1.04%	35
2024 Q3	$2.86M	Buy	101,331 +3,816	+4%	+$104K	1%	35
2024 Q2	$2.53M	Buy	97,515 +42	+0%	+$1.09K	0.94%	35
2024 Q1	$2.62M	Buy	97,473 +7,113	+8%	+$184K	0.99%	35
2023 Q4	$2.29M	Buy	+90,360	New	+$2.15M	0.95%	37

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

Glassy Mountain Advisors's SCHD Position: Q2 2026 in Review

Glassy Mountain Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.3% in Q2 2026, selling an estimated $75.5K and leaving 101,700 shares worth $3.22M. The position accounts for 0.88% of the portfolio, ranked #40.

Glassy Mountain Advisors first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Glassy Mountain Advisors held 101,700 shares of Schwab US Dividend Equity ETF worth $3.22M as of Q2 2026.
Glassy Mountain Advisors sold 2,381 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $75.5K.
Schwab US Dividend Equity ETF made up 0.88% of Glassy Mountain Advisors's portfolio in Q2 2026, its #40 holding.
Glassy Mountain Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Glassy Mountain Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.