Good Harbor Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Good Harbor 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	$5.24M	Buy	165,374 +6,468	+4%	+$205K	5.13%	3
2026 Q1	$4.88M	Buy	158,906 +4,510	+3%	+$137K	5.32%	3
2025 Q4	$4.24M	Buy	+154,396	New	+$4.2M	4.93%	5

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

Good Harbor Advisors's SCHD Position: Q2 2026 in Review

Good Harbor Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.1% in Q2 2026, buying an estimated $205K and bringing the position to 165,374 shares worth $5.24M. The position accounts for 5.13% of the portfolio, ranked #3.

Good Harbor Advisors first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 2,124 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Good Harbor Advisors held 165,374 shares of Schwab US Dividend Equity ETF worth $5.24M as of Q2 2026.
Good Harbor Advisors bought 6,468 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $205K.
Schwab US Dividend Equity ETF made up 5.13% of Good Harbor Advisors's portfolio in Q2 2026, its #3 holding.
Good Harbor Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
2,124 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Good Harbor Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.