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

HCR Wealth 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	$298K	Buy	9,407 +563	+6%	+$17.9K	0.03%	212
2026 Q1	$271K	Buy	8,844 +32	+0.4%	+$971	0.03%	207
2025 Q4	$242K	Buy	8,812 +60	+0.7%	+$1.63K	0.02%	220
2025 Q3	$239K	Buy	8,752 +815	+10%	+$22.2K	0.02%	213
2025 Q2	$210K	Buy	7,937 +749	+10%	+$19.6K	0.02%	220
2025 Q1	$201K	Buy	+7,188	New	+$200K	0.03%	224
2024 Q4	–	Sell	-7,098	Closed	-$200K	–	238
2024 Q3	$200K	Buy	+7,098	New	+$193K	0.03%	223
2021 Q1	–	Sell	-180	Closed	-$4K	–	253
2020 Q4	$4K	Sell	180 -810	-82%	-$16.4K	﹤0.01%	254
2020 Q3	$18K	Hold	990	–	–	﹤0.01%	211
2020 Q2	$17K	Buy	990 +30	+3%	+$507	﹤0.01%	210
2020 Q1	$14K	Hold	960	–	–	﹤0.01%	201
2019 Q4	$19K	Buy	+960	New	+$18K	﹤0.01%	196

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

HCR Wealth Advisors's SCHD Position: Q2 2026 in Review

HCR Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.4% in Q2 2026, buying an estimated $17.9K and bringing the position to 9,407 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #212.

HCR Wealth Advisors first reported a position in SCHD in Q4 2019 and has held it in 12 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

HCR Wealth Advisors held 9,407 shares of Schwab US Dividend Equity ETF worth $298K as of Q2 2026.
HCR Wealth Advisors bought 563 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $17.9K.
Schwab US Dividend Equity ETF made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #212 holding.
HCR Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 12 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.