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

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

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. 2,140 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.
2,140 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.