HB Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

HB Wealth 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	$56.5M	Buy	1,780,558 +137,402	+8%	+$4.36M	0.32%	43
2026 Q1	$50.4M	Buy	1,643,156 +63,788	+4%	+$1.94M	0.33%	46
2025 Q4	$43.3M	Buy	1,579,368 +82,207	+5%	+$2.24M	0.28%	48
2025 Q3	$40.9M	Buy	1,497,161 +57,181	+4%	+$1.56M	0.28%	52
2025 Q2	$38.2M	Sell	1,439,980 -84,123	-6%	-$2.2M	0.3%	46
2025 Q1	$42.6M	Buy	1,524,103 +86,824	+6%	+$2.42M	0.36%	42
2024 Q4	$39.3M	Sell	1,437,279 -5,190	-0.4%	-$148K	0.4%	31
2024 Q3	$40.6M	Sell	1,442,469 -57,408	-4%	-$1.56M	0.44%	27
2024 Q2	$38.9M	Sell	1,499,877 -4,770	-0.3%	-$124K	0.45%	26
2024 Q1	$40.4M	Sell	1,504,647 -33,615	-2%	-$868K	0.51%	23
2023 Q4	$39M	Sell	1,538,262 -47,940	-3%	-$1.14M	0.56%	19
2023 Q3	$37.4M	Sell	1,586,202 -5,859	-0.4%	-$144K	0.6%	17
2023 Q2	$38.5M	Sell	1,592,061 -13,140	-0.8%	-$314K	0.62%	18
2023 Q1	$39.1M	Buy	1,605,201 +26,859	+2%	+$671K	0.68%	17
2022 Q4	$39.7M	Buy	1,578,342 +30,282	+2%	+$747K	0.72%	18
2022 Q3	$34.3M	Sell	1,548,060 -42,894	-3%	-$1.04M	0.73%	17
2022 Q2	$38M	Buy	1,590,954 +18,771	+1%	+$478K	0.78%	16
2022 Q1	$41.3M	Buy	1,572,183 +811,137	+107%	+$21.2M	0.77%	15
2021 Q4	$20.5M	Buy	+761,046	New	+$19.8M	0.41%	20

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

HB Wealth Management's SCHD Position: Q2 2026 in Review

HB Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.4% in Q2 2026, buying an estimated $4.36M and bringing the position to 1,780,558 shares worth $56.5M. The position accounts for 0.32% of the portfolio, ranked #43.

HB Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

HB Wealth Management held 1,780,558 shares of Schwab US Dividend Equity ETF worth $56.5M as of Q2 2026.
HB Wealth Management bought 137,402 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.36M.
Schwab US Dividend Equity ETF made up 0.32% of HB Wealth Management's portfolio in Q2 2026, its #43 holding.
HB Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.