Howe & Rusling’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Howe & Rusling’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	$951K	Buy	29,978 +2,992	+11%	+$94.9K	0.06%	143
2026 Q1	$828K	Sell	26,986 -766	-3%	-$23.2K	0.05%	143
2025 Q4	$761K	Buy	27,752 +753	+3%	+$20.5K	0.05%	149
2025 Q3	$737K	Sell	26,999 -868	-3%	-$23.7K	0.05%	146
2025 Q2	$738K	Buy	27,867 +10,070	+57%	+$263K	0.05%	145
2025 Q1	$498K	Buy	17,797 +2,512	+16%	+$70K	0.04%	161
2024 Q4	$418K	Buy	15,285 +141	+0.9%	+$4.01K	0.04%	178
2024 Q3	$427K	Sell	15,144 -1,506	-9%	-$41K	0.04%	180
2024 Q2	$432K	Sell	16,650 -147	-0.9%	-$3.83K	0.04%	161
2024 Q1	$451K	Buy	16,797 +14,136	+531%	+$365K	0.04%	161
2023 Q4	$67.6K	Buy	2,661 +1,137	+75%	+$27.1K	0.01%	269
2023 Q3	$35.9K	Buy	1,524 +1,032	+210%	+$25.3K	﹤0.01%	267
2023 Q2	$11.9K	Buy	492 +192	+64%	+$4.59K	﹤0.01%	295
2023 Q1	$7.32K	Sell	300 -3,993	-93%	-$99.8K	﹤0.01%	293
2022 Q4	$108K	Buy	4,293 +1,389	+48%	+$34.3K	0.01%	213
2022 Q3	$64K	Buy	2,904 +1,152	+66%	+$28K	0.01%	297
2022 Q2	$42K	Sell	1,752 -1,482	-46%	-$37.7K	0.01%	330
2022 Q1	$85K	Sell	3,234 -3,132	-49%	-$82K	0.01%	267
2021 Q4	$172K	Sell	6,366 -789	-11%	-$20.5K	0.02%	211
2021 Q3	$177K	Buy	7,155 +3,861	+117%	+$98.1K	0.02%	202
2021 Q2	$83K	Buy	3,294 +3,114	+1,730%	+$78.6K	0.01%	252
2021 Q1	$4K	Sell	180 -597	-77%	-$13.6K	﹤0.01%	695
2020 Q4	$17K	Sell	777 -1,542	-66%	-$31.3K	﹤0.01%	419
2020 Q3	$43K	Buy	+2,319	New	+$42.7K	0.01%	279
2020 Q1	–	Sell	-18	Closed	–	–	865
2019 Q4	$0	Buy	+18	New	+$337	﹤0.01%	873
2019 Q1	–	Sell	-321	Closed	-$5K	–	874
2018 Q4	$5K	Buy	+321	New	+$5.35K	﹤0.01%	550

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

Howe & Rusling's SCHD Position: Q2 2026 in Review

Howe & Rusling increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q2 2026, buying an estimated $94.9K and bringing the position to 29,978 shares worth $951K. The position accounts for 0.06% of the portfolio, ranked #143.

Howe & Rusling first reported a position in SCHD in Q4 2018 and has held it in 26 quarters since. 2,144 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Howe & Rusling held 29,978 shares of Schwab US Dividend Equity ETF worth $951K as of Q2 2026.
Howe & Rusling bought 2,992 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $94.9K.
Schwab US Dividend Equity ETF made up 0.06% of Howe & Rusling's portfolio in Q2 2026, its #143 holding.
Howe & Rusling first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 26 quarters since.
2,144 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.