Leelyn Smith’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Leelyn Smith’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	$51.7M	Buy	1,629,344 +42,386	+3%	+$1.34M	6.28%	3
2026 Q1	$48.7M	Buy	1,586,958 +43,719	+3%	+$1.33M	6.83%	3
2025 Q4	$42.3M	Buy	1,543,239 +74,407	+5%	+$2.02M	6.12%	3
2025 Q3	$40.1M	Buy	1,468,832 +45,292	+3%	+$1.24M	6.04%	3
2025 Q2	$37.7M	Buy	1,423,540 +68,509	+5%	+$1.79M	6.19%	4
2025 Q1	$37.9M	Buy	1,355,031 +60,565	+5%	+$1.69M	6.73%	3
2024 Q4	$35.4M	Buy	1,294,466 +37,442	+3%	+$1.06M	6.3%	3
2024 Q3	$35.4M	Buy	1,257,024 +29,919	+2%	+$815K	6.39%	3
2024 Q2	$31.8M	Buy	1,227,105 +62,238	+5%	+$1.62M	6.15%	3
2024 Q1	$31.3M	Buy	1,164,867 +39,417	+4%	+$1.02M	6.27%	3
2023 Q4	$28.6M	Buy	1,125,450 +38,631	+4%	+$921K	6.26%	3
2023 Q3	$25.6M	Buy	1,086,819 +21,441	+2%	+$526K	6.26%	4
2023 Q2	$25.8M	Buy	1,065,378 +65,793	+7%	+$1.57M	6.23%	4
2023 Q1	$24.4M	Buy	999,585 +163,776	+20%	+$4.09M	6.24%	4
2022 Q4	$21M	Buy	835,809 +111,720	+15%	+$2.76M	5.78%	3
2022 Q3	$16M	Sell	724,089 -74,502	-9%	-$1.81M	5.54%	4
2022 Q2	$19.1M	Buy	798,591 +48,798	+7%	+$1.24M	4.94%	4
2022 Q1	$19.7M	Buy	749,793 +92,742	+14%	+$2.43M	5.14%	5
2021 Q4	$17.7M	Buy	657,051 +15,828	+2%	+$411K	4.73%	5
2021 Q3	$15.9M	Buy	641,223 +53,682	+9%	+$1.36M	4.59%	5
2021 Q2	$14.8M	Buy	587,541 +42,294	+8%	+$1.07M	4.36%	6
2021 Q1	$13.3M	Buy	545,247 +33,663	+7%	+$766K	3.94%	6
2020 Q4	$10.9M	Buy	511,584 +14,742	+3%	+$299K	3.5%	7
2020 Q3	$9.16M	Buy	496,842 +11,820	+2%	+$218K	3.23%	6
2020 Q2	$8.37M	Buy	485,022 +30,354	+7%	+$513K	3.45%	6
2020 Q1	$6.82M	Buy	454,668 +43,788	+11%	+$786K	3.64%	6
2019 Q4	$7.92K	Buy	+410,880	New	+$7.7M	3.81%	6

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

Leelyn Smith's SCHD Position: Q2 2026 in Review

Leelyn Smith increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.7% in Q2 2026, buying an estimated $1.34M and bringing the position to 1,629,344 shares worth $51.7M. The position accounts for 6.28% of the portfolio, ranked #3.

Leelyn Smith first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. 2,127 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Leelyn Smith held 1,629,344 shares of Schwab US Dividend Equity ETF worth $51.7M as of Q2 2026.
Leelyn Smith bought 42,386 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.34M.
Schwab US Dividend Equity ETF made up 6.28% of Leelyn Smith's portfolio in Q2 2026, its #3 holding.
Leelyn Smith first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
2,127 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.