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

Laraway Financial Advisors’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	$631K	Buy	19,887 +8,828	+80%	+$280K	0.38%	64
2026 Q1	$339K	Buy	11,059 +11	+0.1%	+$334	0.24%	97
2025 Q4	$303K	Buy	11,048 +1,912	+21%	+$52K	0.2%	109
2025 Q3	$249K	Buy	9,136 +272	+3%	+$7.42K	0.17%	117
2025 Q2	$235K	Buy	8,864 +11	+0.1%	+$287	0.18%	111
2025 Q1	$248K	Buy	8,853 +9	+0.1%	+$251	0.2%	107
2024 Q4	$242K	Buy	8,844 +9	+0.1%	+$256	0.19%	106
2024 Q3	$249K	Buy	+8,835	New	+$241K	0.2%	104
2024 Q1	–	Sell	-9,288	Closed	-$236K	–	112
2023 Q4	$236K	Buy	9,288 +309	+3%	+$7.36K	0.22%	98
2023 Q3	$212K	Buy	+8,979	New	+$220K	0.22%	97
2022 Q3	–	Sell	-8,790	Closed	-$210K	–	105
2022 Q2	$210K	Buy	8,790 +900	+11%	+$22.9K	0.22%	102
2022 Q1	$207K	Buy	7,890 +450	+6%	+$11.8K	0.19%	105
2021 Q4	$200K	Buy	+7,440	New	+$193K	0.18%	102

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

Laraway Financial Advisors's SCHD Position: Q2 2026 in Review

Laraway Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 80% in Q2 2026, buying an estimated $280K and bringing the position to 19,887 shares worth $631K. The position accounts for 0.38% of the portfolio, ranked #64.

Laraway Financial Advisors first reported a position in SCHD in Q4 2021 and has held it in 13 quarters since. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Laraway Financial Advisors held 19,887 shares of Schwab US Dividend Equity ETF worth $631K as of Q2 2026.
Laraway Financial Advisors bought 8,828 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $280K.
Schwab US Dividend Equity ETF made up 0.38% of Laraway Financial Advisors's portfolio in Q2 2026, its #64 holding.
Laraway Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 13 quarters since.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.