John Overdeck’s Schwab US Dividend Equity ETF SCHD Stock Holding History

John Overdeck’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	$1.24M	Buy	+39,100	New	+$1.24M	﹤0.01%	3444
2025 Q4	–	Sell	-41,941	Closed	-$1.14M	–	4379
2025 Q3	$1.14M	Buy	+41,941	New	+$1.14M	﹤0.01%	2488
2025 Q2	–	Sell	-1,207,941	Closed	-$33.8M	–	3497
2025 Q1	$33.8M	Buy	+1,207,941	New	+$33.7M	0.07%	322
2024 Q4	–	Sell	-3,264,000	Closed	-$92M	–	3441
2024 Q3	$92M	Buy	3,264,000 +2,815,500	+628%	+$76.7M	0.2%	117
2024 Q2	$11.6M	Buy	+448,500	New	+$11.7M	0.03%	659
2023 Q4	–	Sell	-680,100	Closed	-$16M	–	3356
2023 Q3	$16M	Buy	680,100 +640,800	+1,631%	+$15.7M	0.04%	447
2023 Q2	$951K	Sell	39,300 -75,300	-66%	-$1.8M	﹤0.01%	1970
2023 Q1	$2.79M	Sell	114,600 -140,400	-55%	-$3.51M	0.01%	1187
2022 Q4	$6.42M	Sell	255,000 -706,200	-73%	-$17.4M	0.02%	737
2022 Q3	$21.3M	Sell	961,200 -225,600	-19%	-$5.48M	0.07%	310
2022 Q2	$28.3M	Buy	+1,186,800	New	+$30.2M	0.09%	255

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

John Overdeck's SCHD Position: Q2 2026 in Review

John Overdeck opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 39,100 shares worth $1.24M. The stake represents ﹤0.01% of the portfolio and ranks #3444 among its holdings. This is a return to the name: John Overdeck previously reported a position in SCHD as recently as Q3 2025.

John Overdeck first reported a position in SCHD in Q2 2022 and has held it in 11 quarters since. The position peaked at $92M in Q3 2024. 2,127 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

John Overdeck held 39,100 shares of Schwab US Dividend Equity ETF worth $1.24M as of Q2 2026.
Schwab US Dividend Equity ETF was a new John Overdeck position in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3444 holding.
John Overdeck first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 11 quarters since.
John Overdeck's Schwab US Dividend Equity ETF position peaked at $92M in Q3 2024.
2,127 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.