Guyasuta Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Guyasuta Investment 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	$3.95M	Buy	124,501 +5,958	+5%	+$189K	0.2%	69
2026 Q1	$3.64M	Buy	118,543 +4,904	+4%	+$149K	0.21%	64
2025 Q4	$3.12M	Buy	113,639 +59	+0.1%	+$1.6K	0.18%	70
2025 Q3	$3.1M	Buy	113,580 +4,240	+4%	+$116K	0.18%	67
2025 Q2	$2.9M	Buy	109,340 +176	+0.2%	+$4.6K	0.18%	71
2025 Q1	$3.05M	Buy	109,164 +18,582	+21%	+$518K	0.2%	66
2024 Q4	$2.47M	Buy	90,582 +3,534	+4%	+$100K	0.16%	76
2024 Q3	$2.45M	Buy	87,048 +780	+0.9%	+$21.2K	0.15%	75
2024 Q2	$2.19M	Hold	86,268	–	–	0.16%	71
2024 Q1	$2.19M	Hold	86,268	–	–	0.16%	71
2023 Q4	$2.19M	Hold	86,268	–	–	0.16%	71
2023 Q3	$2.03M	Buy	86,268 +1,500	+2%	+$36.8K	0.16%	69
2023 Q2	$2.05M	Buy	84,768 +69	+0.1%	+$1.65K	0.15%	70
2023 Q1	$2.07M	Buy	84,699 +4,035	+5%	+$101K	0.16%	70
2022 Q4	$2.03M	Sell	80,664 -15,000	-16%	-$370K	0.16%	71
2022 Q3	$2.12M	Hold	95,664	–	–	0.18%	65
2022 Q2	$2.28M	Hold	95,664	–	–	0.18%	70
2022 Q1	$2.52M	Buy	95,664 +765	+0.8%	+$20K	0.17%	70
2021 Q4	$2.56M	Buy	94,899 +15,000	+19%	+$390K	0.17%	78
2021 Q3	$1.98M	Hold	79,899	–	–	0.14%	86
2021 Q2	$2.01M	Hold	79,899	–	–	0.14%	86
2021 Q1	$1.94M	Buy	79,899 +16,500	+26%	+$375K	0.15%	88
2020 Q4	$1.35M	Buy	63,399 +9,057	+17%	+$184K	0.11%	97
2020 Q3	$1M	Buy	54,342 +12,135	+29%	+$223K	0.09%	104
2020 Q2	$728K	Buy	42,207 +3,207	+8%	+$54.2K	0.07%	118
2020 Q1	$585K	Buy	+39,000	New	+$700K	0.07%	114

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Guyasuta Investment Advisors's SCHD Position: Q2 2026 in Review

Guyasuta Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 5% in Q2 2026, buying an estimated $189K and bringing the position to 124,501 shares worth $3.95M. The position accounts for 0.2% of the portfolio, ranked #69.

Guyasuta Investment Advisors first reported a position in SCHD in Q1 2020 and has held it in 26 quarters since. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Guyasuta Investment Advisors held 124,501 shares of Schwab US Dividend Equity ETF worth $3.95M as of Q2 2026.
Guyasuta Investment Advisors bought 5,958 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $189K.
Schwab US Dividend Equity ETF made up 0.2% of Guyasuta Investment Advisors's portfolio in Q2 2026, its #69 holding.
Guyasuta Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 26 quarters since.
1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Guyasuta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.