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

Hoey 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 		$9.31K Buy
+293
New +$9.29K ﹤0.01% 270
2025
Q3 		– Sell
-219
Closed -$5.8K – 431
2025
Q2 		$5.8K Buy
+219
New +$5.72K ﹤0.01% 267
2025
Q1 		– Sell
-45
Closed -$1.23K – 394
2024
Q4 		$1.23K Buy
+45
New +$1.28K ﹤0.01% 307

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
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

Hoey Investments's SCHD Position: Q2 2026 in Review

Hoey Investments opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 293 shares worth $9.31K. The stake represents ﹤0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: Hoey Investments previously reported a position in SCHD as recently as Q2 2025.

Hoey Investments first reported a position in SCHD in Q4 2024 and has held it in 3 quarters since. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Hoey Investments held 293 shares of Schwab US Dividend Equity ETF worth $9.31K as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new Hoey Investments position in Q2 2026.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #270 holding.
  • Hoey Investments first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.