Grandview Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Grandview Asset Management’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	$452K	Buy	14,248 +2,815	+25%	+$89.3K	0.11%	96
2026 Q1	$422K	Buy	11,433 +656	+6%	+$19.9K	0.12%	93
2025 Q4	$296K	Sell	10,777 -1,020	-9%	-$27.7K	0.08%	121
2025 Q3	$322K	Buy	11,797 +208	+2%	+$5.67K	0.09%	112
2025 Q2	$307K	Sell	11,589 -559	-5%	-$14.6K	0.1%	107
2025 Q1	$340K	Sell	12,148 -469	-4%	-$13.1K	0.13%	94
2024 Q4	$345K	Buy	+12,617	New	+$359K	0.13%	89
2024 Q2	–	Sell	-13,926	Closed	-$374K	–	94
2024 Q1	$374K	Sell	13,926 -420	-3%	-$10.8K	0.17%	80
2023 Q4	$364K	Buy	14,346 +156	+1%	+$3.72K	0.19%	77
2023 Q3	$335K	Buy	+14,190	New	+$348K	0.19%	80
2023 Q2	–	Sell	-14,448	Closed	-$352K	–	101
2023 Q1	$352K	Sell	14,448 -1,185	-8%	-$29.6K	0.21%	83
2022 Q4	$394K	Sell	15,633 -1,041	-6%	-$25.7K	0.25%	80
2022 Q3	$369K	Buy	16,674 +123	+0.7%	+$2.99K	0.23%	77
2022 Q2	$395K	Sell	16,551 -1,671	-9%	-$42.5K	0.22%	83
2022 Q1	$479K	Sell	18,222 -2,313	-11%	-$60.6K	0.2%	84
2021 Q4	$553K	Buy	+20,535	New	+$533K	0.22%	83
2021 Q3	–	Sell	-19,209	Closed	-$484K	–	105
2021 Q2	$484K	Sell	19,209 -633	-3%	-$16K	0.27%	74
2021 Q1	$482K	Buy	19,842 +2,709	+16%	+$61.6K	0.26%	83
2020 Q4	$366K	Buy	17,133 +219	+1%	+$4.44K	0.24%	88
2020 Q3	$312K	Buy	+16,914	New	+$311K	0.25%	80

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 22.9% 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

Grandview Asset Management's SCHD Position: Q2 2026 in Review

Grandview Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 25% in Q2 2026, buying an estimated $89.3K and bringing the position to 14,248 shares worth $452K. The position accounts for 0.11% of the portfolio, ranked #96.

Grandview Asset Management first reported a position in SCHD in Q3 2020 and has held it in 20 quarters since. The position peaked at $553K in Q4 2021. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Grandview Asset Management held 14,248 shares of Schwab US Dividend Equity ETF worth $452K as of Q2 2026.
Grandview Asset Management bought 2,815 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $89.3K.
Schwab US Dividend Equity ETF made up 0.11% of Grandview Asset Management's portfolio in Q2 2026, its #96 holding.
Grandview Asset Management first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 20 quarters since.
Grandview Asset Management's Schwab US Dividend Equity ETF position peaked at $553K in Q4 2021.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.