INVST’s Schwab US Dividend Equity ETF SCHD Stock Holding History

INVST’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	$1.22M	Buy	38,529 +29,160	+311%	+$925K	0.12%	139
2026 Q1	$287K	Sell	9,369 -15,439	-62%	-$468K	0.03%	291
2025 Q4	$680K	Sell	24,808 -311	-1%	-$8.46K	0.07%	215
2025 Q3	$686K	Sell	25,119 -2,226	-8%	-$60.7K	0.08%	213
2025 Q2	$725K	Buy	27,345 +1,341	+5%	+$35K	0.09%	181
2025 Q1	$727K	Sell	26,004 -1,753	-6%	-$48.9K	0.1%	168
2024 Q4	$758K	Sell	27,757 -143	-0.5%	-$4.07K	0.09%	142
2024 Q3	$786K	Sell	27,900 -1,053	-4%	-$28.7K	0.1%	139
2024 Q2	$747K	Sell	28,953 -4,260	-13%	-$111K	0.08%	131
2024 Q1	$887K	Buy	33,213 +2,322	+8%	+$60K	0.11%	103
2023 Q4	$790K	Buy	30,891 +19,095	+162%	+$455K	0.1%	118
2023 Q3	$278K	Buy	11,796 +1,227	+12%	+$30.1K	0.04%	168
2023 Q2	$256K	Buy	+10,569	New	+$253K	0.04%	161

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

INVST's SCHD Position: Q2 2026 in Review

INVST increased its Schwab US Dividend Equity ETF (SCHD) stake by 311% in Q2 2026, buying an estimated $925K and bringing the position to 38,529 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #139.

INVST first reported a position in SCHD in Q2 2023 and has held it in 13 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

INVST held 38,529 shares of Schwab US Dividend Equity ETF worth $1.22M as of Q2 2026.
INVST bought 29,160 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $925K.
Schwab US Dividend Equity ETF made up 0.12% of INVST's portfolio in Q2 2026, its #139 holding.
INVST first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 13 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.