Hendershot Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Hendershot Investments’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	$411K	Hold	12,949	–	–	0.05%	96
2026 Q1	$397K	Buy	12,949 +6,200	+92%	+$188K	0.05%	93
2025 Q4	$185K	Hold	6,749	–	–	0.02%	121
2025 Q3	$184K	Hold	6,749	–	–	0.02%	122
2025 Q2	$179K	Hold	6,749	–	–	0.02%	123
2025 Q1	$189K	Hold	6,749	–	–	0.03%	121
2024 Q4	$184K	Buy	6,749 +299	+5%	+$8.5K	0.03%	123
2024 Q3	$182K	Hold	6,450	–	–	0.02%	124
2024 Q2	$167K	Hold	6,450	–	–	0.02%	124
2024 Q1	$173K	Hold	6,450	–	–	0.02%	125
2023 Q4	$164K	Hold	6,450	–	–	0.03%	126
2023 Q3	$152K	Sell	6,450 -348	-5%	-$8.54K	0.03%	127
2023 Q2	$165K	Sell	6,798 -8,082	-54%	-$193K	0.03%	132
2023 Q1	$363K	Buy	14,880 +81	+0.5%	+$2.02K	0.06%	101
2022 Q4	$373K	Buy	+14,799	New	+$365K	0.06%	104

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

Hendershot Investments's SCHD Position: Q2 2026 in Review

Hendershot Investments held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 12,949 shares worth $411K. The position accounts for 0.05% of the portfolio, ranked #96.

Hendershot Investments first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Hendershot Investments held 12,949 shares of Schwab US Dividend Equity ETF worth $411K as of Q2 2026.
Hendershot Investments left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.05% of Hendershot Investments's portfolio in Q2 2026, its #96 holding.
Hendershot Investments first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Hendershot Investments's 13F filing for Q2 2026, filed 12 Aug 2026.