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

HC 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	$6.55M	Buy	206,511 +17,055	+9%	+$541K	3.98%	7
2026 Q1	$5.81M	Buy	189,456 +10,741	+6%	+$326K	3.89%	7
2025 Q4	$4.9M	Buy	178,715 +258	+0.1%	+$7.01K	3.39%	7
2025 Q3	$4.87M	Sell	178,457 -55,663	-24%	-$1.52M	3.42%	7
2025 Q2	$6.2M	Sell	234,120 -3,942	-2%	-$103K	4.38%	6
2025 Q1	$6.66M	Sell	238,062 -2,032	-0.8%	-$56.6K	4.99%	5
2024 Q4	$6.56M	Buy	240,094 +5,497	+2%	+$156K	5.26%	5
2024 Q3	$6.61M	Buy	234,597 +13,032	+6%	+$355K	5.44%	5
2024 Q2	$5.74M	Sell	221,565 -7,650	-3%	-$199K	5.3%	5
2024 Q1	$6.16M	Buy	229,215 +15,735	+7%	+$407K	2.94%	6
2023 Q4	$5.42M	Buy	213,480 +618	+0.3%	+$14.7K	3.03%	6
2023 Q3	$5.02M	Buy	212,862 +2,799	+1%	+$68.7K	2.98%	7
2023 Q2	$5.08M	Buy	210,063 +6,324	+3%	+$151K	2.95%	7
2023 Q1	$4.97M	Sell	203,739 -9,726	-5%	-$243K	3.07%	7
2022 Q4	$5.38M	Sell	213,465 -945	-0.4%	-$23.3K	3.67%	6
2022 Q3	$4.75M	Buy	214,410 +24,744	+13%	+$601K	3.27%	7
2022 Q2	$4.53M	Sell	189,666 -5,766	-3%	-$147K	3.23%	7
2022 Q1	$5.14M	Sell	195,432 -501	-0.3%	-$13.1K	3.26%	8
2021 Q4	$5.28M	Buy	195,933 +4,461	+2%	+$116K	3.24%	8
2021 Q3	$4.74M	Buy	191,472 +5,955	+3%	+$151K	3.11%	9
2021 Q2	$4.68M	Sell	185,517 -6,246	-3%	-$158K	2.88%	10
2021 Q1	$4.66M	Buy	191,763 +44,391	+30%	+$1.01M	3.01%	10
2020 Q4	$3.15M	Buy	147,372 +11,295	+8%	+$229K	2.15%	10
2020 Q3	$2.51M	Sell	136,077 -3,621	-3%	-$66.6K	2.02%	12
2020 Q2	$2.41M	Buy	139,698 +125,961	+917%	+$2.13M	2%	12
2020 Q1	$206K	Buy	+13,737	New	+$247K	0.9%	28

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

HC Advisors's SCHD Position: Q2 2026 in Review

HC Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 9% in Q2 2026, buying an estimated $541K and bringing the position to 206,511 shares worth $6.55M. The position accounts for 3.98% of the portfolio, ranked #7.

HC Advisors first reported a position in SCHD in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.66M in Q1 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

HC Advisors held 206,511 shares of Schwab US Dividend Equity ETF worth $6.55M as of Q2 2026.
HC Advisors bought 17,055 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $541K.
Schwab US Dividend Equity ETF made up 3.98% of HC Advisors's portfolio in Q2 2026, its #7 holding.
HC Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 26 quarters since.
HC Advisors's Schwab US Dividend Equity ETF position peaked at $6.66M in Q1 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on HC Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.