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

Inspire 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	$2.34M	Sell	73,825 -1,256	-2%	-$39.8K	0.16%	106
2026 Q1	$2.3M	Buy	75,081 +13,366	+22%	+$405K	0.19%	93
2025 Q4	$1.69M	Buy	61,715 +11,449	+23%	+$311K	0.16%	104
2025 Q3	$1.37M	Buy	+50,266	New	+$1.37M	0.13%	118
2021 Q1	–	Sell	-9,210	Closed	-$197K	–	594
2020 Q4	$197K	Buy	+9,210	New	+$187K	0.07%	64

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

Inspire Advisors's SCHD Position: Q2 2026 in Review

Inspire Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q2 2026, selling an estimated $39.8K and leaving 73,825 shares worth $2.34M. The position accounts for 0.16% of the portfolio, ranked #106.

Inspire Advisors first reported a position in SCHD in Q4 2020 and has held it in 5 quarters since. 2,143 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Inspire Advisors held 73,825 shares of Schwab US Dividend Equity ETF worth $2.34M as of Q2 2026.
Inspire Advisors sold 1,256 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $39.8K.
Schwab US Dividend Equity ETF made up 0.16% of Inspire Advisors's portfolio in Q2 2026, its #106 holding.
Inspire Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 5 quarters since.
2,143 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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