Koshinski Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Koshinski Asset Management’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	$13.2M	Sell	417,546 -2,240	-0.5%	-$71.1K	0.7%	30
2026 Q1	$12.9M	Sell	419,786 -64,877	-13%	-$1.97M	0.8%	24
2025 Q4	$13.3M	Sell	484,663 -37,915	-7%	-$1.03M	0.86%	21
2025 Q3	$14.3M	Sell	522,578 -54,424	-9%	-$1.48M	0.96%	20
2025 Q2	$15.3M	Buy	577,002 +68,493	+13%	+$1.79M	1.15%	17
2025 Q1	$14.2M	Sell	508,509 -150,316	-23%	-$4.19M	1.21%	14
2024 Q4	$18B	Sell	658,825 -76,124	-10%	-$2.16M	1.54%	8
2024 Q3	$20.7M	Buy	734,949 +6,573	+0.9%	+$179K	1.79%	6
2024 Q2	$18.7M	Sell	728,376 -98,778	-12%	-$2.57M	1.74%	6
2024 Q1	$22.2M	Sell	827,154 -42,333	-5%	-$1.09M	2.28%	5
2023 Q4	$22.1M	Sell	869,487 -8,361	-1%	-$199K	3.35%	2
2023 Q3	$20.7M	Sell	877,848 -14,478	-2%	-$355K	2.38%	5
2023 Q2	$21.6M	Sell	892,326 -196,329	-18%	-$4.69M	2.31%	5
2023 Q1	$26.5M	Buy	1,088,655 +101,118	+10%	+$2.53M	2.59%	4
2022 Q4	$24.9M	Buy	987,537 +23,343	+2%	+$576K	2.41%	4
2022 Q3	$21.4M	Buy	964,194 +55,305	+6%	+$1.34M	2.55%	3
2022 Q2	$21.7M	Buy	908,889 +34,401	+4%	+$875K	2.16%	4
2022 Q1	$23M	Sell	874,488 -15,006	-2%	-$393K	1.89%	5
2021 Q4	$24M	Buy	889,494 +88,164	+11%	+$2.29M	1.94%	4
2021 Q3	$19.8M	Buy	801,330 +250,725	+46%	+$6.37M	1.72%	5
2021 Q2	$13.9M	Sell	550,605 -169,245	-24%	-$4.27M	1.75%	6
2021 Q1	$17.5M	Buy	719,850 +175,011	+32%	+$3.98M	1.85%	5
2020 Q4	$11.6M	Buy	544,839 +9,432	+2%	+$191K	1.48%	9
2020 Q3	$10.5K	Buy	535,407 +27,024	+5%	+$497K	1.41%	10
2020 Q2	$8.77M	Buy	508,383 +67,020	+15%	+$1.13M	1.42%	7
2020 Q1	$6.62M	Buy	441,363 +62,283	+16%	+$1.12M	1.39%	6
2019 Q4	$7.3M	Buy	379,080 +146,541	+63%	+$2.75M	1.26%	2
2019 Q3	$4.25M	Buy	232,539 +21,054	+10%	+$377K	2.95%	2
2019 Q2	$3.74M	Buy	211,485 +19,701	+10%	+$346K	1.52%	10
2019 Q1	$3.34K	Buy	+191,784	New	+$3.22M	0.9%	18
2018 Q4	–	Sell	-295,356	Closed	-$5.22M	–	494
2018 Q3	$5.22M	Buy	295,356 +205,413	+228%	+$3.55M	0.74%	20
2018 Q2	$1.48M	Buy	89,943 +1,074	+1%	+$17.7K	0.45%	65
2018 Q1	$1.45M	Sell	88,869 -2,178	-2%	-$37.1K	0.45%	65
2017 Q4	$1.55M	Sell	91,047 -48,804	-35%	-$802K	0.39%	77
2017 Q3	$2.18M	Buy	139,851 +5,355	+4%	+$81.9K	0.72%	23
2017 Q2	$2.02M	Buy	134,496 +6,657	+5%	+$99.9K	0.74%	24
2017 Q1	$1.9M	Buy	127,839 +14,952	+13%	+$220K	0.74%	31
2016 Q4	$1.64M	Sell	112,887 -486	-0.4%	-$6.9K	0.81%	26
2016 Q3	$1.6M	Buy	113,373 +7,764	+7%	+$110K	0.79%	27
2016 Q2	$1.46M	Buy	105,609 +7,077	+7%	+$95.4K	0.8%	29
2016 Q1	$1.32M	Buy	98,532 +3,717	+4%	+$47.1K	0.85%	25
2015 Q4	$1.22M	Buy	94,815 +1,596	+2%	+$20.6K	0.85%	27
2015 Q3	$1.19M	Sell	93,219 -4,800	-5%	-$60K	0.76%	31
2015 Q2	$1.25M	Buy	98,019 +7,932	+9%	+$105K	0.79%	29
2015 Q1	$1.18M	Buy	90,087 +5,667	+7%	+$75.3K	0.77%	33
2014 Q4	$1.12M	Buy	+84,420	New	+$1.1M	0.64%	41

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

Koshinski Asset Management's SCHD Position: Q2 2026 in Review

Koshinski Asset Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.53% in Q2 2026, selling an estimated $71.1K and leaving 417,546 shares worth $13.2M. The position accounts for 0.7% of the portfolio, ranked #30.

Koshinski Asset Management first reported a position in SCHD in Q4 2014 and has held it in 46 quarters since. The position peaked at $18B in Q4 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Koshinski Asset Management held 417,546 shares of Schwab US Dividend Equity ETF worth $13.2M as of Q2 2026.
Koshinski Asset Management sold 2,240 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $71.1K.
Schwab US Dividend Equity ETF made up 0.7% of Koshinski Asset Management's portfolio in Q2 2026, its #30 holding.
Koshinski Asset Management first reported a position in Schwab US Dividend Equity ETF in Q4 2014 and has held it in 46 quarters since.
Koshinski Asset Management's Schwab US Dividend Equity ETF position peaked at $18B in Q4 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.