HBW Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

HBW Advisory Services’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	$10.6M	Buy	332,830 +892	+0.3%	+$28.3K	0.95%	24
2026 Q1	$10.2M	Buy	331,938 +3,902	+1%	+$118K	1.07%	18
2025 Q4	$9M	Sell	328,036 -9,821	-3%	-$267K	0.98%	24
2025 Q3	$9.22M	Buy	337,857 +10,795	+3%	+$295K	1.04%	19
2025 Q2	$8.67M	Buy	327,062 +27,549	+9%	+$719K	1.07%	18
2025 Q1	$8.37M	Buy	299,513 +364	+0.1%	+$10.1K	1.19%	17
2024 Q4	$8.17M	Sell	299,149 -4,763	-2%	-$135K	0.84%	18
2024 Q3	$8.56M	Sell	303,912 -16,476	-5%	-$449K	1.25%	15
2024 Q2	$8.3M	Buy	320,388 +17,232	+6%	+$449K	1.38%	10
2024 Q1	$7.69M	Hold	303,156	–	–	1.44%	10
2023 Q4	$7.69M	Sell	303,156 -939	-0.3%	-$22.4K	1.44%	10
2023 Q3	$7.17M	Buy	304,095 +43,872	+17%	+$1.08M	1.5%	8
2023 Q2	$6.3M	Buy	260,223 +32,637	+14%	+$780K	1.37%	11
2023 Q1	$5.55M	Buy	227,586 +18,393	+9%	+$460K	1.38%	10
2022 Q4	$5.27M	Buy	209,193 +30,810	+17%	+$760K	1.39%	11
2022 Q3	$3.95M	Buy	178,383 +4,194	+2%	+$102K	1.1%	24
2022 Q2	$4.16M	Buy	174,189 +121,962	+234%	+$3.1M	1.07%	23
2022 Q1	$1.37M	Buy	52,227 +6,504	+14%	+$170K	0.48%	68
2021 Q4	$1.23M	Buy	45,723 +33,090	+262%	+$860K	0.29%	88
2021 Q3	$313K	Sell	12,633 -966	-7%	-$24.6K	0.08%	199
2021 Q2	$343K	Buy	+13,599	New	+$343K	0.09%	179

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

HBW Advisory Services's SCHD Position: Q2 2026 in Review

HBW Advisory Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.27% in Q2 2026, buying an estimated $28.3K and bringing the position to 332,830 shares worth $10.6M. The position accounts for 0.95% of the portfolio, ranked #24.

HBW Advisory Services first reported a position in SCHD in Q2 2021 and has held it in 21 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

HBW Advisory Services held 332,830 shares of Schwab US Dividend Equity ETF worth $10.6M as of Q2 2026.
HBW Advisory Services bought 892 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $28.3K.
Schwab US Dividend Equity ETF made up 0.95% of HBW Advisory Services's portfolio in Q2 2026, its #24 holding.
HBW Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 21 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.