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

Harmony 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	$304K	Hold	9,585	–	–	0.08%	164
2026 Q1	$294K	Buy	9,585 +354	+4%	+$10.7K	0.09%	159
2025 Q4	$253K	Hold	9,231	–	–	0.08%	158
2025 Q3	$252K	Hold	9,231	–	–	0.09%	150
2025 Q2	$245K	Hold	9,231	–	–	0.09%	150
2025 Q1	$258K	Sell	9,231 -891	-9%	-$24.8K	0.11%	139
2024 Q4	$277K	Sell	10,122 -354	-3%	-$10.1K	0.11%	142
2024 Q3	$295K	Buy	10,476 +354	+3%	+$9.64K	0.11%	141
2024 Q2	$262K	Sell	10,122 -600	-6%	-$15.6K	0.11%	137
2024 Q1	$288K	Buy	10,722 +2,691	+34%	+$69.5K	0.12%	123
2023 Q4	$204K	Buy	+8,031	New	+$191K	0.09%	131

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

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

Harmony Asset Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 9,585 shares worth $304K. The position accounts for 0.08% of the portfolio, ranked #164.

Harmony Asset Management first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Harmony Asset Management held 9,585 shares of Schwab US Dividend Equity ETF worth $304K as of Q2 2026.
Harmony Asset Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.08% of Harmony Asset Management's portfolio in Q2 2026, its #164 holding.
Harmony Asset Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.