LEA
SCHD icon

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

Legacy Edge 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 		$17.4M Buy
656,271
+28,759
+5% +$912K 2.32% 13
2026
Q1 		$19.3M Sell
627,512
-73,809
-11% -$2.24M 2.02% 13
2025
Q4 		$19.2M Buy
+701,321
New +$19.1M 2.11% 13

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Legacy Edge Advisors's SCHD Position: Q2 2026 in Review

Legacy Edge Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.6% in Q2 2026, buying an estimated $912K and bringing the position to 656,271 shares worth $17.4M. The position accounts for 2.32% of the portfolio, ranked #13.

Legacy Edge Advisors first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.3M in Q1 2026. 1,595 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Legacy Edge Advisors held 656,271 shares of Schwab US Dividend Equity ETF worth $17.4M as of Q2 2026.
  • Legacy Edge Advisors bought 28,759 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $912K.
  • Schwab US Dividend Equity ETF made up 2.32% of Legacy Edge Advisors's portfolio in Q2 2026, its #13 holding.
  • Legacy Edge Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Schwab US Dividend Equity ETF position peaked at $19.3M in Q1 2026.
  • 1,595 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.