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Lederer & Associates Investment Counsel’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lederer & Associates Investment Counsel’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 		$972K Buy
30,660
+5,749
+23% +$182K 0.64% 52
2026
Q1 		$764K Hold
24,911
– – 0.54% 60
2025
Q4 		$683K Buy
24,911
+999
+4% +$27.2K 0.46% 65
2025
Q3 		$653K Sell
23,912
-1,250
-5% -$34.1K 0.42% 67
2025
Q2 		$667K Buy
25,162
+375
+2% +$9.79K 0.44% 68
2025
Q1 		$693K Sell
24,787
-665
-3% -$18.5K 0.51% 61
2024
Q4 		$695K Hold
25,452
– – 0.49% 65
2024
Q3 		$717K Hold
25,452
– – 0.5% 64
2024
Q2 		$660K Hold
25,452
– – 0.48% 67
2024
Q1 		$684K Hold
25,452
– – 0.48% 67
2023
Q4 		$646K Hold
25,452
– – 0.48% 69
2023
Q3 		$600K Hold
25,452
– – 0.48% 66
2023
Q2 		$616K Hold
25,452
– – 0.46% 65
2023
Q1 		$621K Sell
25,452
-90
-0.4% -$2.25K 0.48% 71
2022
Q4 		$643K Buy
25,542
+87
+0.3% +$2.15K 0.53% 65
2022
Q3 		$564K Hold
25,455
– – 0.48% 70
2022
Q2 		$608K Buy
25,455
+7,725
+44% +$197K 0.47% 70
2022
Q1 		$466K Hold
17,730
– – 0.29% 80
2021
Q4 		$478K Buy
17,730
+285
+2% +$7.4K 0.28% 79
2021
Q3 		$432K Hold
17,445
– – 0.28% 73
2021
Q2 		$440K Sell
17,445
-195
-1% -$4.92K 0.29% 71
2021
Q1 		$429K Sell
17,640
-1,377
-7% -$31.3K 0.3% 68
2020
Q4 		$407K Sell
19,017
-831
-4% -$16.9K 0.31% 67
2020
Q3 		$366K Sell
19,848
-16,767
-46% -$309K 0.3% 67
2020
Q2 		$632K Sell
36,615
-1,830
-5% -$30.9K 0.59% 52
2020
Q1 		$576K Sell
38,445
-2,367
-6% -$42.5K 0.65% 53
2019
Q4 		$788K Buy
40,812
+19,239
+89% +$360K 0.68% 51
2019
Q3 		$394K Buy
21,573
+3,033
+16% +$54.3K 0.38% 68
2019
Q2 		$328K Sell
18,540
-21
-0.1% -$369 0.3% 75
2019
Q1 		$324K Buy
18,561
+327
+2% +$5.5K 0.3% 74
2018
Q4 		$286K Buy
18,234
+42
+0.2% +$700 0.31% 75
2018
Q3 		$321K Buy
18,192
+99
+0.5% +$1.71K 0.27% 78
2018
Q2 		$297K Buy
18,093
+600
+3% +$9.88K 0.27% 76
2018
Q1 		$286K Sell
17,493
-153
-0.9% -$2.61K 0.26% 79
2017
Q4 		$301K Buy
+17,646
New +$290K 0.27% 75

Other funds holding SCHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
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
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

Lederer & Associates Investment Counsel's SCHD Position: Q2 2026 in Review

Lederer & Associates Investment Counsel increased its Schwab US Dividend Equity ETF (SCHD) stake by 23% in Q2 2026, buying an estimated $182K and bringing the position to 30,660 shares worth $972K. The position accounts for 0.64% of the portfolio, ranked #52.

Lederer & Associates Investment Counsel first reported a position in SCHD in Q4 2017 and has held it in 35 quarters since. 1,016 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Lederer & Associates Investment Counsel held 30,660 shares of Schwab US Dividend Equity ETF worth $972K as of Q2 2026.
  • Lederer & Associates Investment Counsel bought 5,749 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $182K.
  • Schwab US Dividend Equity ETF made up 0.64% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #52 holding.
  • Lederer & Associates Investment Counsel first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 35 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.