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Horizon Investment Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Horizon Investment Services’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 		$405K Buy
12,758
+693
+6% +$22K 0.11% 101
2026
Q1 		$370K Buy
12,065
+2
+0% +$61 0.13% 104
2025
Q4 		$331K Buy
12,063
+2
+0% +$54 0.12% 101
2025
Q3 		$329K Sell
12,061
-666
-5% -$18.2K 0.12% 98
2025
Q2 		$337K Sell
12,727
-6,795
-35% -$177K 0.15% 87
2025
Q1 		$546K Sell
19,522
-390
-2% -$10.9K 0.27% 67
2024
Q4 		$544K Sell
19,912
-3,572
-15% -$102K 0.23% 77
2024
Q3 		$662K Buy
23,484
+6
+0% +$163 0.28% 71
2024
Q2 		$609K Sell
23,478
-1,902
-7% -$49.5K 0.29% 70
2024
Q1 		$682K Sell
25,380
-57
-0.2% -$1.47K 0.33% 65
2023
Q4 		$646K Sell
25,437
-738
-3% -$17.6K 0.35% 71
2023
Q3 		$617K Buy
26,175
+666
+3% +$16.3K 0.37% 67
2023
Q2 		$618K Sell
25,509
-78
-0.3% -$1.86K 0.38% 63
2023
Q1 		$624K Buy
25,587
+135
+0.5% +$3.38K 0.4% 67
2022
Q4 		$641K Sell
25,452
-126
-0.5% -$3.11K 0.47% 54
2022
Q3 		$566K Buy
25,578
+4,290
+20% +$104K 0.41% 58
2022
Q2 		$508K Buy
21,288
+810
+4% +$20.6K 0.34% 69
2022
Q1 		$539K Buy
20,478
+6,945
+51% +$182K 0.28% 75
2021
Q4 		$365K Buy
13,533
+675
+5% +$17.5K 0.17% 93
2021
Q3 		$318K Buy
12,858
+2,022
+19% +$51.4K 0.16% 97
2021
Q2 		$273K Buy
+10,836
New +$274K 0.13% 100

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 22.96% 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

Horizon Investment Services's SCHD Position: Q2 2026 in Review

Horizon Investment Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.7% in Q2 2026, buying an estimated $22K and bringing the position to 12,758 shares worth $405K. The position accounts for 0.11% of the portfolio, ranked #101.

Horizon Investment Services first reported a position in SCHD in Q2 2021 and has held it in 21 quarters since. The position peaked at $682K in Q1 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Horizon Investment Services held 12,758 shares of Schwab US Dividend Equity ETF worth $405K as of Q2 2026.
  • Horizon Investment Services bought 693 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $22K.
  • Schwab US Dividend Equity ETF made up 0.11% of Horizon Investment Services's portfolio in Q2 2026, its #101 holding.
  • Horizon Investment Services first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • Horizon Investment Services's Schwab US Dividend Equity ETF position peaked at $682K in Q1 2024.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.