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Grimes & Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Grimes & Company’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 		$1.02M Buy
32,039
+327
+1% +$10.4K 0.02% 252
2026
Q1 		$973K Buy
31,712
+4,829
+18% +$146K 0.03% 244
2025
Q4 		$737K Buy
26,883
+2,000
+8% +$54.4K 0.02% 278
2025
Q3 		$679K Buy
24,883
+3,110
+14% +$84.8K 0.02% 272
2025
Q2 		$577K Buy
21,773
+212
+1% +$5.54K 0.02% 256
2025
Q1 		$603K Sell
21,561
-7,187
-25% -$200K 0.02% 224
2024
Q4 		$785K Buy
28,748
+923
+3% +$26.2K 0.02% 212
2024
Q3 		$784K Buy
27,825
+18,093
+186% +$493K 0.02% 201
2024
Q2 		$252K Sell
9,732
-492
-5% -$12.8K 0.01% 295
2024
Q1 		$275K Buy
10,224
+549
+6% +$14.2K 0.01% 280
2023
Q4 		$246K Buy
+9,675
New +$231K 0.01% 281
2023
Q3 		– Sell
-8,376
Closed -$203K – 319
2023
Q2 		$203K Buy
+8,376
New +$200K 0.01% 283
2022
Q3 		– Sell
-9,660
Closed -$231K – 281
2022
Q2 		$231K Hold
9,660
– – 0.01% 246
2022
Q1 		$254K Hold
9,660
– – 0.01% 256
2021
Q4 		$260K Hold
9,660
– – 0.01% 260
2021
Q3 		$239K Buy
9,660
+3
+0% +$76 0.01% 267
2021
Q2 		$243K Buy
9,657
+3
+0% +$76 0.01% 265
2021
Q1 		$235K Sell
9,654
-519
-5% -$11.8K 0.01% 257
2020
Q4 		$218K Buy
+10,173
New +$206K 0.01% 248
2020
Q1 		– Sell
-10,875
Closed -$210K – 265
2019
Q4 		$210K Buy
+10,875
New +$204K 0.01% 248

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Grimes & Company's SCHD Position: Q2 2026 in Review

Grimes & Company increased its Schwab US Dividend Equity ETF (SCHD) stake by 1% in Q2 2026, buying an estimated $10.4K and bringing the position to 32,039 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #252.

Grimes & Company first reported a position in SCHD in Q4 2019 and has held it in 20 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Grimes & Company held 32,039 shares of Schwab US Dividend Equity ETF worth $1.02M as of Q2 2026.
  • Grimes & Company bought 327 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $10.4K.
  • Schwab US Dividend Equity ETF made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #252 holding.
  • Grimes & Company first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 20 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.