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HUB Investment Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

HUB Investment Partners’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 		$3.1M Buy
97,882
+28,061
+40% +$890K 0.06% 233
2026
Q1 		$2.14M Sell
69,821
-2,972
-4% -$90.2K 0.05% 236
2025
Q4 		$2M Buy
72,793
+13,069
+22% +$355K 0.05% 214
2025
Q3 		$1.63M Sell
59,724
-3,902
-6% -$106K 0.05% 218
2025
Q2 		$1.69M Buy
63,626
+20,171
+46% +$527K 0.06% 202
2025
Q1 		$1.22M Buy
43,455
+7,063
+19% +$197K 0.05% 212
2024
Q4 		$994K Sell
36,392
-1,090
-3% -$31K 0.04% 212
2024
Q3 		$1.06M Buy
37,482
+11,055
+42% +$301K 0.05% 201
2024
Q2 		$685K Buy
26,427
+3,531
+15% +$91.9K 0.03% 238
2024
Q1 		$615K Buy
22,896
+8,664
+61% +$224K 0.03% 242
2023
Q4 		$361K Buy
+14,232
New +$339K 0.02% 281
2023
Q3 		– Sell
-8,385
Closed -$203K – 284
2023
Q2 		$203K Sell
8,385
-1,380
-14% -$33K 0.03% 235
2023
Q1 		$238K Buy
+9,765
New +$244K 0.05% 187

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

HUB Investment Partners's SCHD Position: Q2 2026 in Review

HUB Investment Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 40% in Q2 2026, buying an estimated $890K and bringing the position to 97,882 shares worth $3.1M. The position accounts for 0.06% of the portfolio, ranked #233.

HUB Investment Partners first reported a position in SCHD in Q1 2023 and has held it in 13 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • HUB Investment Partners held 97,882 shares of Schwab US Dividend Equity ETF worth $3.1M as of Q2 2026.
  • HUB Investment Partners bought 28,061 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $890K.
  • Schwab US Dividend Equity ETF made up 0.06% of HUB Investment Partners's portfolio in Q2 2026, its #233 holding.
  • HUB Investment Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.