Joule Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Joule Financial’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	$25.8M	Buy	812,806 +1,525	+0.2%	+$48.4K	6.99%	6
2026 Q1	$24.9M	Sell	811,281 -7,887	-1%	-$239K	7.25%	5
2025 Q4	$22.5M	Buy	819,168 +15,284	+2%	+$416K	6.73%	6
2025 Q3	$21.9M	Buy	803,884 +35,938	+5%	+$980K	6.57%	6
2025 Q2	$20.4M	Buy	767,946 +21,177	+3%	+$553K	6.61%	5
2025 Q1	$20.9M	Buy	746,769 +14,379	+2%	+$401K	7.33%	4
2024 Q4	$20M	Buy	732,390 +40,983	+6%	+$1.17M	7.07%	4
2024 Q3	$19.5M	Buy	691,407 +126,438	+22%	+$3.44M	7.09%	4
2024 Q2	$14.8M	Buy	564,969 +19,443	+4%	+$506K	6.02%	4
2024 Q1	$14.7M	Buy	545,526 +146,577	+37%	+$3.79M	6.04%	4
2023 Q4	$10.1M	Buy	398,949 +3,066	+0.8%	+$73.1K	4.7%	7
2023 Q3	$9.34M	Buy	395,883 +12,420	+3%	+$305K	4.77%	6
2023 Q2	$9.28M	Buy	383,463 +10,773	+3%	+$257K	4.78%	6
2023 Q1	$9.09M	Buy	372,690 +4,413	+1%	+$110K	4.88%	5
2022 Q4	$9.27M	Buy	368,277 +23,634	+7%	+$583K	6.15%	3
2022 Q3	$7.63M	Buy	344,643 +129,840	+60%	+$3.15M	5.72%	4
2022 Q2	$5.13M	Buy	+214,803	New	+$5.46M	4%	10

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

Joule Financial's SCHD Position: Q2 2026 in Review

Joule Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.19% in Q2 2026, buying an estimated $48.4K and bringing the position to 812,806 shares worth $25.8M. The position accounts for 6.99% of the portfolio, ranked #6.

Joule Financial first reported a position in SCHD in Q2 2022 and has held it in 17 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Joule Financial held 812,806 shares of Schwab US Dividend Equity ETF worth $25.8M as of Q2 2026.
Joule Financial bought 1,525 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $48.4K.
Schwab US Dividend Equity ETF made up 6.99% of Joule Financial's portfolio in Q2 2026, its #6 holding.
Joule Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 17 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.