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

Herold 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	$556K	Buy	17,381 +6,484	+60%	+$206K	0.11%	171
2026 Q1	$334K	Buy	+10,897	New	+$331K	0.07%	212
2025 Q3	–	Sell	-19,854	Closed	-$526K	–	303
2025 Q2	$526K	Buy	19,854 +252	+1%	+$6.58K	0.11%	184
2025 Q1	$548K	Sell	19,602 -220	-1%	-$6.13K	0.12%	175
2024 Q4	$542K	Buy	19,822 +199	+1%	+$5.66K	0.12%	178
2024 Q3	$553K	Buy	19,623 +2,409	+14%	+$65.6K	0.12%	180
2024 Q2	$446K	Buy	17,214 +3,963	+30%	+$103K	0.1%	192
2024 Q1	$356K	Buy	13,251 +3,246	+32%	+$83.9K	0.09%	204
2023 Q4	$254K	Buy	+10,005	New	+$238K	0.07%	213
2022 Q2	–	Sell	-3,450	Closed	-$90.7K	–	574
2022 Q1	$90.7K	Buy	+3,450	New	+$90.3K	0.03%	281
2021 Q4	–	Sell	-2,700	Closed	-$66K	–	558
2021 Q3	$66K	Buy	+2,700	New	+$68.6K	0.03%	335

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

Herold Advisors's SCHD Position: Q2 2026 in Review

Herold Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 60% in Q2 2026, buying an estimated $206K and bringing the position to 17,381 shares worth $556K. The position accounts for 0.11% of the portfolio, ranked #171.

Herold Advisors first reported a position in SCHD in Q3 2021 and has held it in 11 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Herold Advisors held 17,381 shares of Schwab US Dividend Equity ETF worth $556K as of Q2 2026.
Herold Advisors bought 6,484 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $206K.
Schwab US Dividend Equity ETF made up 0.11% of Herold Advisors's portfolio in Q2 2026, its #171 holding.
Herold Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and has held it in 11 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.