Halbert Hargrove Global Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Halbert Hargrove Global 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	$82.6K	Hold	2,604	–	–	﹤0.01%	169
2026 Q1	$79.9K	Hold	2,604	–	–	﹤0.01%	161
2025 Q4	$71.4K	Hold	2,604	–	–	﹤0.01%	163
2025 Q3	$71.1K	Hold	2,604	–	–	﹤0.01%	161
2025 Q2	$69K	Sell	2,604 -380	-13%	-$9.92K	﹤0.01%	133
2025 Q1	$83.4K	Hold	2,984	–	–	﹤0.01%	122
2024 Q4	$81.5K	Buy	+2,984	New	+$84.8K	﹤0.01%	119

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

Halbert Hargrove Global Advisors's SCHD Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 2,604 shares worth $82.6K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Halbert Hargrove Global Advisors first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $83.4K in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Halbert Hargrove Global Advisors held 2,604 shares of Schwab US Dividend Equity ETF worth $82.6K as of Q2 2026.
Halbert Hargrove Global Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #169 holding.
Halbert Hargrove Global Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's Schwab US Dividend Equity ETF position peaked at $83.4K in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.