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LaSalle St. Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

LaSalle St. Investment 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 		$9.31M Buy
293,484
+11,493
+4% +$365K 1.14% 16
2026
Q1 		$8.65M Sell
281,991
-3,674
-1% -$111K 1.22% 16
2025
Q4 		$7.83M Buy
285,665
+36,025
+14% +$980K 1.26% 18
2025
Q3 		$6.82M Buy
249,640
+236,773
+1,840% +$6.46M 1.22% 17
2025
Q2 		$341K Sell
12,867
-141,752
-92% -$3.7M 0.09% 202
2025
Q1 		$4.32M Buy
154,619
+143,191
+1,253% +$3.99M 1.02% 17
2024
Q4 		$312K Buy
11,428
+397
+4% +$11.3K 0.1% 190
2024
Q3 		$310K Buy
11,031
+1,425
+15% +$38.8K 0.12% 138
2024
Q2 		$249K Sell
9,606
-3,210
-25% -$83.6K 0.12% 133
2024
Q1 		$344K Sell
12,816
-2,556
-17% -$66K 0.19% 86
2023
Q4 		$3.9M Sell
15,372
-113,307
-88% -$2.7M 0.26% 65
2023
Q3 		$3.04M Sell
128,679
-43,650
-25% -$1.07M 1.48% 10
2023
Q2 		$4.17M Buy
172,329
+44,430
+35% +$1.06M 1.85% 9
2023
Q1 		$3.12M Buy
127,899
+10,323
+9% +$258K 1.38% 14
2022
Q4 		$2.96M Buy
+117,576
New +$2.9M 1.4% 15

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

LaSalle St. Investment Advisors's SCHD Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.1% in Q2 2026, buying an estimated $365K and bringing the position to 293,484 shares worth $9.31M. The position accounts for 1.14% of the portfolio, ranked #16.

LaSalle St. Investment Advisors first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • LaSalle St. Investment Advisors held 293,484 shares of Schwab US Dividend Equity ETF worth $9.31M as of Q2 2026.
  • LaSalle St. Investment Advisors bought 11,493 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $365K.
  • Schwab US Dividend Equity ETF made up 1.14% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • LaSalle St. Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.