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

Latitude 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	$2.68M	Buy	84,574 +3,932	+5%	+$125K	1.07%	17
2026 Q1	$2.47M	Buy	80,642 +6,339	+9%	+$192K	1.13%	16
2025 Q4	$2.04M	Buy	74,303 +1,397	+2%	+$38K	0.9%	22
2025 Q3	$1.99M	Sell	72,906 -3,237	-4%	-$88.3K	0.91%	22
2025 Q2	$2.02M	Sell	76,143 -3,089	-4%	-$80.7K	1.02%	18
2025 Q1	$2.22M	Buy	79,232 +17,092	+28%	+$476K	1.29%	15
2024 Q4	$1.7M	Buy	62,140 +6,766	+12%	+$192K	0.96%	20
2024 Q3	$1.56M	Buy	55,374 +276	+0.5%	+$7.52K	0.88%	24
2024 Q2	$1.43M	Sell	55,098 -6,321	-10%	-$165K	0.87%	22
2024 Q1	$1.65M	Buy	61,419 +1,959	+3%	+$50.6K	1.03%	18
2023 Q4	$1.51M	Sell	59,460 -3,765	-6%	-$89.7K	1.06%	18
2023 Q3	$1.49M	Buy	63,225 +282	+0.4%	+$6.92K	1.07%	21
2023 Q2	$1.52M	Buy	62,943 +5,037	+9%	+$120K	1.06%	22
2023 Q1	$1.41M	Buy	57,906 +4,485	+8%	+$112K	1.02%	23
2022 Q4	$1.35M	Sell	53,421 -6,309	-11%	-$156K	1.01%	22
2022 Q3	$1.32M	Buy	59,730 +7,089	+13%	+$172K	1.09%	22
2022 Q2	$1.26M	Sell	52,641 -91,224	-63%	-$2.32M	1.15%	20
2022 Q1	$3.78M	Buy	143,865 +54,315	+61%	+$1.42M	0.85%	20
2021 Q4	$2.41M	Buy	89,550 +1,800	+2%	+$46.8K	0.67%	23
2021 Q3	$2.17M	Buy	87,750 +44,934	+105%	+$1.14M	0.69%	24
2021 Q2	$1.08M	Buy	42,816 +6,174	+17%	+$156K	0.8%	24
2021 Q1	$891K	Buy	36,642 +4,581	+14%	+$104K	0.73%	28
2020 Q4	$685K	Buy	+32,061	New	+$650K	0.61%	40

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Latitude Advisors's SCHD Position: Q2 2026 in Review

Latitude Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.9% in Q2 2026, buying an estimated $125K and bringing the position to 84,574 shares worth $2.68M. The position accounts for 1.07% of the portfolio, ranked #17.

Latitude Advisors first reported a position in SCHD in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.78M in Q1 2022. 1,064 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Latitude Advisors held 84,574 shares of Schwab US Dividend Equity ETF worth $2.68M as of Q2 2026.
Latitude Advisors bought 3,932 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $125K.
Schwab US Dividend Equity ETF made up 1.07% of Latitude Advisors's portfolio in Q2 2026, its #17 holding.
Latitude Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 23 quarters since.
Latitude Advisors's Schwab US Dividend Equity ETF position peaked at $3.78M in Q1 2022.
1,064 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.