HighTower Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $158M | Sell |
5,134,661
-277,147
| -5% | -$8.41M | 0.17% | 131 |
|
|
2025
Q4 | $148M | Sell |
5,411,808
-272,730
| -5% | -$7.42M | 0.16% | 129 |
|
|
2025
Q3 | $155M | Buy |
5,684,538
+33,472
| +0.6% | +$913K | 0.18% | 124 |
|
|
2025
Q2 | $150M | Sell |
5,651,066
-17,946
| -0.3% | -$469K | 0.19% | 119 |
|
|
2025
Q1 | $159M | Buy |
5,669,012
+431,525
| +8% | +$12M | 0.22% | 106 |
|
|
2024
Q4 | $143M | Buy |
5,237,487
+322,188
| +7% | +$9.16M | 0.2% | 115 |
|
|
2024
Q3 | $138M | Buy |
4,915,299
+20,235
| +0.4% | +$551K | 0.2% | 114 |
|
|
2024
Q2 | $127M | Sell |
4,895,064
-43,029
| -0.9% | -$1.12M | 0.2% | 113 |
|
|
2024
Q1 | $133M | Sell |
4,938,093
-69,819
| -1% | -$1.8M | 0.21% | 105 |
|
|
2023
Q4 | $127M | Sell |
5,007,912
-614,352
| -11% | -$14.6M | 0.21% | 107 |
|
|
2023
Q3 | $133M | Buy |
5,622,264
+1,430,853
| +34% | +$35.1M | 0.25% | 87 |
|
|
2023
Q2 | $101M | Sell |
4,191,411
-30,828
| -0.7% | -$737K | 0.2% | 108 |
|
|
2023
Q1 | $103M | Sell |
4,222,239
-319,146
| -7% | -$7.98M | 0.22% | 93 |
|
|
2022
Q4 | $114M | Buy |
4,541,385
+1,074,957
| +31% | +$26.5M | 0.26% | 82 |
|
|
2022
Q3 | $76.8M | Buy |
3,466,428
+2,002,248
| +137% | +$48.6M | 0.21% | 102 |
|
|
2022
Q2 | $35M | Buy |
1,464,180
+25,209
| +2% | +$641K | 0.09% | 233 |
|
|
2022
Q1 | $37.8M | Buy |
1,438,971
+127,644
| +10% | +$3.34M | 0.08% | 245 |
|
|
2021
Q4 | $35.3M | Buy |
1,311,327
+109,854
| +9% | +$2.85M | 0.08% | 260 |
|
|
2021
Q3 | $29.7M | Buy |
1,201,473
+57,324
| +5% | +$1.46M | 0.08% | 255 |
|
|
2021
Q2 | $28.8M | Sell |
1,144,149
-6,279
| -0.5% | -$159K | 0.08% | 245 |
|
|
2021
Q1 | $28M | Buy |
1,150,428
+267,078
| +30% | +$6.07M | 0.09% | 239 |
|
|
2020
Q4 | $18.9M | Buy |
883,350
+360,798
| +69% | +$7.32M | 0.08% | 248 |
|
|
2020
Q3 | $9.62M | Sell |
522,552
-82,797
| -14% | -$1.52M | 0.05% | 352 |
|
|
2020
Q2 | $10.4M | Buy |
605,349
+131,586
| +28% | +$2.22M | 0.06% | 309 |
|
|
2020
Q1 | $7.09M | Sell |
473,763
-39,297
| -8% | -$706K | 0.05% | 362 |
|
|
2019
Q4 | $9.88M | Buy |
513,060
+39,417
| +8% | +$738K | 0.06% | 337 |
|
|
2019
Q3 | $8.63M | Sell |
473,643
-5,307
| -1% | -$95K | 0.05% | 373 |
|
|
2019
Q2 | $8.45M | Buy |
478,950
+38,505
| +9% | +$677K | 0.05% | 367 |
|
|
2019
Q1 | $7.67M | Buy |
440,445
+52,224
| +13% | +$878K | 0.05% | 367 |
|
|
2018
Q4 | $6.07M | Sell |
388,221
-66,336
| -15% | -$1.11M | 0.05% | 399 |
|
|
2018
Q3 | $8.02M | Buy |
454,557
+90,576
| +25% | +$1.57M | 0.06% | 352 |
|
|
2018
Q2 | $5.98M | Buy |
363,981
+21,018
| +6% | +$346K | 0.05% | 433 |
|
|
2018
Q1 | $5.62M | Buy |
342,963
+142,548
| +71% | +$2.43M | 0.05% | 428 |
|
|
2017
Q4 | $3.42M | Buy |
200,415
+159,549
| +390% | +$2.62M | 0.03% | 626 |
|
|
2017
Q3 | $637K | Buy |
40,866
+11,502
| +39% | +$176K | 0.01% | 1322 |
|
|
2017
Q2 | $442K | Sell |
29,364
-789
| -3% | -$11.8K | ﹤0.01% | 1431 |
|
|
2017
Q1 | $447K | Sell |
30,153
-70,938
| -70% | -$1.05M | ﹤0.01% | 1378 |
|
|
2016
Q4 | $1.47M | Buy |
101,091
+77,838
| +335% | +$1.11M | 0.02% | 807 |
|
|
2016
Q3 | $328K | Sell |
23,253
-3,069
| -12% | -$43.3K | ﹤0.01% | 1414 |
|
|
2016
Q2 | $365K | Buy |
26,322
+3,729
| +17% | +$50.3K | ﹤0.01% | 1254 |
|
|
2016
Q1 | $302K | Sell |
22,593
-95,373
| -81% | -$1.21M | ﹤0.01% | 1605 |
|
|
2015
Q4 | $1.51M | Buy |
+117,966
| New | +$1.52M | 0.02% | 746 |
|
|
2015
Q3 | – | Sell |
-16,236
| Closed | -$207K | – | 1935 |
|
|
2015
Q2 | $207K | Buy |
+16,236
| New | +$215K | ﹤0.01% | 1343 |
|
Other funds holding SCHD
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SLI
HighTower Advisors's SCHD Position: Q1 2026 in Review
HighTower Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.1% in Q1 2026, selling an estimated $8.41M and leaving 5,134,661 shares worth $158M. The position accounts for 0.17% of the portfolio, ranked #131.
HighTower Advisors first reported a position in SCHD in Q2 2015 and has held it in 43 quarters since. The position peaked at $159M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- HighTower Advisors held 5,134,661 shares of Schwab US Dividend Equity ETF worth $158M as of Q1 2026.
- HighTower Advisors sold 277,147 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $8.41M.
- Schwab US Dividend Equity ETF made up 0.17% of HighTower Advisors's portfolio in Q1 2026, its #131 holding.
- HighTower Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2015 and has held it in 43 quarters since.
- HighTower Advisors's Schwab US Dividend Equity ETF position peaked at $159M in Q1 2025.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.