Glen Eagle Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Glen Eagle 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	$966K	Sell	30,475 -4,872	-14%	-$155K	0.12%	118
2026 Q1	$1.08M	Buy	35,347 +32,912	+1,352%	+$998K	0.15%	107
2025 Q4	$66.8K	Sell	2,435 -637	-21%	-$17.3K	0.01%	394
2025 Q3	$83.9K	Buy	3,072 +351	+13%	+$9.58K	0.01%	358
2025 Q2	$72.1K	Buy	2,721 +271	+11%	+$7.08K	0.01%	363
2025 Q1	$68.5K	Sell	2,450 -170	-6%	-$4.74K	0.01%	364
2024 Q4	$71.6K	Sell	2,620 -410	-14%	-$11.7K	0.01%	359
2024 Q3	$85.4K	Buy	3,030 +600	+25%	+$16.3K	0.01%	334
2024 Q2	$63K	Sell	2,430 -495	-17%	-$12.9K	0.01%	368
2024 Q1	$78.6K	Buy	2,925 +435	+17%	+$11.2K	0.01%	338
2023 Q4	$63.2K	Hold	2,490	–	–	0.01%	354
2023 Q3	$58.7K	Hold	2,490	–	–	0.01%	351
2023 Q2	$60.3K	Buy	2,490 +600	+32%	+$14.3K	0.01%	356
2023 Q1	$46.1K	Buy	1,890 +540	+40%	+$13.5K	0.01%	382
2022 Q4	$34K	Buy	1,350 +630	+88%	+$15.6K	0.01%	410
2022 Q3	$15.9K	Buy	720 +705	+4,700%	+$17.1K	﹤0.01%	521
2022 Q2	$358	Buy	+15	New	+$382	﹤0.01%	959

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

Glen Eagle Advisors's SCHD Position: Q2 2026 in Review

Glen Eagle Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q2 2026, selling an estimated $155K and leaving 30,475 shares worth $966K. The position accounts for 0.12% of the portfolio, ranked #118.

Glen Eagle Advisors first reported a position in SCHD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.08M in Q1 2026. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Glen Eagle Advisors held 30,475 shares of Schwab US Dividend Equity ETF worth $966K as of Q2 2026.
Glen Eagle Advisors sold 4,872 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $155K.
Schwab US Dividend Equity ETF made up 0.12% of Glen Eagle Advisors's portfolio in Q2 2026, its #118 holding.
Glen Eagle Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 17 quarters since.
Glen Eagle Advisors's Schwab US Dividend Equity ETF position peaked at $1.08M in Q1 2026.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.