Insight Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Insight Advisors’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	$1.11M	Buy	34,993 +5,526	+19%	+$175K	0.2%	79
2026 Q1	$904K	Sell	29,467 -180,046	-86%	-$5.46M	0.17%	86
2025 Q4	$5.75M	Sell	209,513 -2,634	-1%	-$71.6K	0.87%	21
2025 Q3	$5.79M	Buy	212,147 +2,352	+1%	+$64.2K	0.88%	19
2025 Q2	$5.56M	Buy	209,795 +15,598	+8%	+$407K	0.89%	18
2025 Q1	$5.43M	Buy	194,197 +26,143	+16%	+$729K	0.94%	16
2024 Q4	$4.58M	Buy	168,054 +21,468	+15%	+$610K	0.77%	21
2024 Q3	$4.13M	Buy	146,586 +24,558	+20%	+$669K	0.71%	22
2024 Q2	$3.16M	Buy	122,028 +40,101	+49%	+$1.04M	0.57%	27
2024 Q1	$2.2M	Buy	81,927 +49,110	+150%	+$1.27M	0.42%	40
2023 Q4	$833K	Buy	32,817 +10,749	+49%	+$256K	0.18%	95
2023 Q3	$521K	Buy	22,068 +3,480	+19%	+$85.4K	0.12%	131
2023 Q2	$450K	Buy	18,588 +2,583	+16%	+$61.7K	0.1%	154
2023 Q1	$390K	Buy	+16,005	New	+$400K	0.09%	184

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

Insight Advisors's SCHD Position: Q2 2026 in Review

Insight Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 19% in Q2 2026, buying an estimated $175K and bringing the position to 34,993 shares worth $1.11M. The position accounts for 0.2% of the portfolio, ranked #79.

Insight Advisors first reported a position in SCHD in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.79M in Q3 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Insight Advisors held 34,993 shares of Schwab US Dividend Equity ETF worth $1.11M as of Q2 2026.
Insight Advisors bought 5,526 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $175K.
Schwab US Dividend Equity ETF made up 0.2% of Insight Advisors's portfolio in Q2 2026, its #79 holding.
Insight Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 14 quarters since.
Insight Advisors's Schwab US Dividend Equity ETF position peaked at $5.79M in Q3 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.