Jackson Grant Investment Advisers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Jackson Grant Investment Advisers’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	$24.8K	Buy	783 +6	+0.8%	+$190	0.01%	245
2026 Q1	$23.8K	Buy	777 +7	+0.9%	+$212	0.01%	251
2025 Q4	$21.1K	Buy	770 +7	+0.9%	+$190	0.01%	253
2025 Q3	$20.8K	Buy	763 +8	+1%	+$218	0.01%	248
2025 Q2	$20K	Buy	755 +7	+0.9%	+$183	0.01%	232
2025 Q1	$20.9K	Buy	748 +7	+0.9%	+$195	0.01%	220
2024 Q4	$20.3K	Buy	741 +6	+0.8%	+$171	0.01%	226
2024 Q3	$20.7K	Buy	735 +6	+0.8%	+$163	0.01%	229
2024 Q2	$18.9K	Buy	729 +9	+1%	+$234	0.01%	235
2024 Q1	$19.4K	Buy	720 +6	+0.8%	+$155	0.01%	225
2023 Q4	$18.1K	Buy	714 +6	+0.8%	+$143	0.01%	224
2023 Q3	$16.7K	Buy	708 +6	+0.9%	+$147	0.01%	229
2023 Q2	$17K	Buy	702 +6	+0.9%	+$143	0.01%	233
2023 Q1	$16.9K	Buy	696 +6	+0.9%	+$150	0.01%	267
2022 Q4	$17.3K	Buy	690 +9	+1%	+$222	0.01%	266
2022 Q3	$15K	Buy	681 +6	+0.9%	+$146	0.01%	280
2022 Q2	$16K	Buy	675 +6	+0.9%	+$153	0.01%	289
2022 Q1	$18K	Buy	669 +3	+0.5%	+$79	0.01%	298
2021 Q4	$18K	Buy	666 +6	+0.9%	+$156	0.01%	247
2021 Q3	$16K	Buy	660 +6	+0.9%	+$152	0.01%	309
2021 Q2	$17K	Buy	654 +3	+0.5%	+$76	0.01%	319
2021 Q1	$16K	Buy	651 +6	+0.9%	+$136	0.01%	310
2020 Q4	$14K	Buy	645 +6	+0.9%	+$122	0.01%	294
2020 Q3	$12K	Buy	639 +6	+0.9%	+$110	0.01%	197
2020 Q2	$11K	Buy	633 +6	+1%	+$101	0.01%	196
2020 Q1	$9K	Buy	627 +6	+1%	+$108	0.01%	196
2019 Q4	$12K	Buy	621 +9	+1%	+$169	0.01%	200
2019 Q3	$11K	Buy	612 +6	+1%	+$107	0.01%	207
2019 Q2	$11K	Hold	606	–	–	0.01%	209
2019 Q1	$11K	Buy	606 +3	+0.5%	+$50	0.01%	206
2018 Q4	$9K	Buy	603 +9	+2%	+$150	0.01%	202
2018 Q3	$10K	Buy	594 +6	+1%	+$104	0.01%	192
2018 Q2	$10K	Hold	588	–	–	0.01%	201
2018 Q1	$10K	Buy	588 +3	+0.5%	+$51	0.01%	195
2017 Q4	$10K	Buy	585 +3	+0.5%	+$49	0.01%	195
2017 Q3	$9K	Buy	582 +6	+1%	+$92	0.01%	197
2017 Q2	$9K	Buy	+576	New	+$8.64K	0.01%	172

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

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

Jackson Grant Investment Advisers's SCHD Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.77% in Q2 2026, buying an estimated $190 and bringing the position to 783 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #245.

Jackson Grant Investment Advisers first reported a position in SCHD in Q2 2017 and has held it in 37 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Jackson Grant Investment Advisers held 783 shares of Schwab US Dividend Equity ETF worth $24.8K as of Q2 2026.
Jackson Grant Investment Advisers bought 6 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $190.
Schwab US Dividend Equity ETF made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #245 holding.
Jackson Grant Investment Advisers first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and has held it in 37 quarters since.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.