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

Insight Inv LLC’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	$1.94M	Buy	61,110 +4,171	+7%	+$132K	0.91%	46
2026 Q1	$1.75M	Buy	56,939 +24,710	+77%	+$750K	0.96%	47
2025 Q4	$884K	Buy	32,229 +7,255	+29%	+$197K	0.5%	58
2025 Q3	$682K	Buy	+24,974	New	+$681K	0.4%	66

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Insight Inv LLC's SCHD Position: Q2 2026 in Review

Insight Inv LLC increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.3% in Q2 2026, buying an estimated $132K and bringing the position to 61,110 shares worth $1.94M. The position accounts for 0.91% of the portfolio, ranked #46.

Insight Inv LLC first reported a position in SCHD in Q3 2025 and has held it in 4 quarters since. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Insight Inv LLC held 61,110 shares of Schwab US Dividend Equity ETF worth $1.94M as of Q2 2026.
Insight Inv LLC bought 4,171 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $132K.
Schwab US Dividend Equity ETF made up 0.91% of Insight Inv LLC's portfolio in Q2 2026, its #46 holding.
Insight Inv LLC first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 4 quarters since.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.