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Joseph P. Lucia & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Joseph P. Lucia & Associates’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 		$6.75M Buy
212,780
+28,872
+16% +$916K 2.03% 13
2026
Q1 		$5.64M Buy
183,908
+9,235
+5% +$280K 2.02% 14
2025
Q4 		$4.79M Buy
174,673
+9,051
+5% +$246K 1.73% 16
2025
Q3 		$4.52M Sell
165,622
-1,650
-1% -$45K 1.71% 15
2025
Q2 		$4.43M Buy
167,272
+105
+0.1% +$2.74K 1.81% 14
2025
Q1 		$4.67M Buy
167,167
+8,191
+5% +$228K 2.14% 13
2024
Q4 		$4.34M Buy
158,976
+3,786
+2% +$108K 1.93% 15
2024
Q3 		$4.37M Sell
155,190
-1,140
-0.7% -$31.1K 2.01% 14
2024
Q2 		$4.05M Sell
156,330
-3,444
-2% -$89.6K 2.08% 15
2024
Q1 		$4.29M Buy
159,774
+4,851
+3% +$125K 2.3% 11
2023
Q4 		$3.93M Sell
154,923
-2,682
-2% -$63.9K 2.45% 10
2023
Q3 		$3.72M Buy
157,605
+13,125
+9% +$322K 2.6% 10
2023
Q2 		$3.5M Buy
144,480
+9,609
+7% +$230K 2.34% 11
2023
Q1 		$3.29M Buy
134,871
+2,835
+2% +$70.9K 2.29% 11
2022
Q4 		$3.32M Buy
132,036
+2,586
+2% +$63.8K 2.49% 9
2022
Q3 		$2.87M Buy
129,450
+4,266
+3% +$104K 2.25% 14
2022
Q2 		$2.99M Buy
125,184
+14,124
+13% +$359K 2.11% 13
2022
Q1 		$2.92M Buy
111,060
+19,587
+21% +$513K 1.78% 14
2021
Q4 		$2.46M Buy
91,473
+27,183
+42% +$706K 1.57% 21
2021
Q3 		$1.59M Buy
64,290
+19,365
+43% +$492K 0.94% 36
2021
Q2 		$1.13M Buy
44,925
+5,583
+14% +$141K 0.68% 44
2021
Q1 		$956K Buy
39,342
+12,132
+45% +$276K 0.43% 49
2020
Q4 		$582K Sell
27,210
-2,526
-8% -$51.2K 0.41% 63
2020
Q3 		$548K Sell
29,736
-921
-3% -$16.9K 0.51% 55
2020
Q2 		$529K Buy
30,657
+2,442
+9% +$41.2K 0.48% 54
2020
Q1 		$423K Buy
28,215
+1,116
+4% +$20K 0.47% 56
2019
Q4 		$523K Sell
27,099
-330
-1% -$6.18K 0.48% 53
2019
Q3 		$501K Buy
27,429
+27
+0.1% +$483 0.52% 55
2019
Q2 		$485K Sell
27,402
-1,153,779
-98% -$20.3M 0.51% 53
2019
Q1 		$7.36K Buy
+1,181,181
New +$19.9M 0.55% 40

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Joseph P. Lucia & Associates's SCHD Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Schwab US Dividend Equity ETF (SCHD) stake by 16% in Q2 2026, buying an estimated $916K and bringing the position to 212,780 shares worth $6.75M. The position accounts for 2.03% of the portfolio, ranked #13.

Joseph P. Lucia & Associates first reported a position in SCHD in Q1 2019 and has held it in 30 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Joseph P. Lucia & Associates held 212,780 shares of Schwab US Dividend Equity ETF worth $6.75M as of Q2 2026.
  • Joseph P. Lucia & Associates bought 28,872 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $916K.
  • Schwab US Dividend Equity ETF made up 2.03% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #13 holding.
  • Joseph P. Lucia & Associates first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.