J.E. Simmons & Co’s Schwab US Dividend Equity ETF SCHD Stock Holding History

J.E. Simmons & Co’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	$372K	Hold	11,719	–	–	0.21%	47
2026 Q1	$360K	Hold	11,719	–	–	0.24%	45
2025 Q4	$321K	Buy	+11,719	New	+$319K	0.21%	47

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

J.E. Simmons & Co's SCHD Position: Q2 2026 in Review

J.E. Simmons & Co held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 11,719 shares worth $372K. The position accounts for 0.21% of the portfolio, ranked #47.

J.E. Simmons & Co first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

J.E. Simmons & Co held 11,719 shares of Schwab US Dividend Equity ETF worth $372K as of Q2 2026.
J.E. Simmons & Co left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.21% of J.E. Simmons & Co's portfolio in Q2 2026, its #47 holding.
J.E. Simmons & Co first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.