Klingman & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Klingman & 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	$288K	Hold	9,074	–	–	0.01%	276
2026 Q1	$278K	Buy	9,074 +72	+0.8%	+$2.18K	0.01%	273
2025 Q4	$247K	Sell	9,002 -612	-6%	-$16.6K	0.01%	286
2025 Q3	$262K	Sell	9,614 -2,436	-20%	-$66.5K	0.01%	279
2025 Q2	$319K	Sell	12,050 -178	-1%	-$4.65K	0.02%	235
2025 Q1	$342K	Buy	12,228 +2,844	+30%	+$79.3K	0.02%	204
2024 Q4	$256K	Sell	9,384 -78	-0.8%	-$2.22K	0.02%	223
2024 Q3	$267K	Hold	9,462	–	–	0.02%	227
2024 Q2	$245K	Hold	9,462	–	–	0.02%	218
2024 Q1	$254K	Hold	9,462	–	–	0.02%	207
2023 Q4	$240K	Hold	9,462	–	–	0.02%	209
2023 Q3	$223K	Hold	9,462	–	–	0.02%	207
2023 Q2	$229K	Buy	9,462 +87	+0.9%	+$2.08K	0.02%	198
2023 Q1	$229K	Buy	9,375 +156	+2%	+$3.9K	0.02%	182
2022 Q4	$232K	Buy	+9,219	New	+$228K	0.02%	181
2022 Q2	–	Sell	-8,292	Closed	-$218K	–	206
2022 Q1	$218K	Hold	8,292	–	–	0.02%	191
2021 Q4	$223K	Sell	8,292 -6	-0.1%	-$156	0.02%	170
2021 Q3	$205K	Hold	8,298	–	–	0.02%	170
2021 Q2	$209K	Buy	+8,298	New	+$210K	0.02%	157

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

Klingman & Associates's SCHD Position: Q2 2026 in Review

Klingman & Associates held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 9,074 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #276.

Klingman & Associates first reported a position in SCHD in Q2 2021 and has held it in 19 quarters since. The position peaked at $342K in Q1 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Klingman & Associates held 9,074 shares of Schwab US Dividend Equity ETF worth $288K as of Q2 2026.
Klingman & Associates left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #276 holding.
Klingman & Associates first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 19 quarters since.
Klingman & Associates's Schwab US Dividend Equity ETF position peaked at $342K in Q1 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.