Leo H. Evart Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Leo H. Evart Inc’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	$3.04M	Buy	95,936 +997	+1%	+$31.6K	2.4%	13
2026 Q1	$2.91M	Buy	+94,939	New	+$2.88M	2.49%	11
2023 Q3	$8.38M	Sell	355,149 -37,878	-10%	-$929K	12.85%	1
2023 Q2	$9.51M	Sell	393,027 -5,586	-1%	-$133K	13.2%	1
2023 Q1	$9.72M	Sell	398,613 -32,112	-7%	-$803K	14.19%	1
2022 Q4	$10.8M	Sell	430,725 -10,089	-2%	-$249K	16.4%	1
2022 Q3	$9.76M	Sell	440,814 -1,128	-0.3%	-$27.4K	14.87%	1
2022 Q2	$10.6M	Sell	441,942 -57	-0%	-$1.45K	12.83%	2
2022 Q1	$11.6M	Buy	441,999 +10,539	+2%	+$276K	12.02%	3
2021 Q4	$11.6M	Buy	+431,460	New	+$11.2M	11.32%	2

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

Leo H. Evart Inc's SCHD Position: Q2 2026 in Review

Leo H. Evart Inc increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.1% in Q2 2026, buying an estimated $31.6K and bringing the position to 95,936 shares worth $3.04M. The position accounts for 2.4% of the portfolio, ranked #13.

Leo H. Evart Inc first reported a position in SCHD in Q4 2021 and has held it in 10 quarters since. The position peaked at $11.6M in Q4 2021. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Leo H. Evart Inc held 95,936 shares of Schwab US Dividend Equity ETF worth $3.04M as of Q2 2026.
Leo H. Evart Inc bought 997 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $31.6K.
Schwab US Dividend Equity ETF made up 2.4% of Leo H. Evart Inc's portfolio in Q2 2026, its #13 holding.
Leo H. Evart Inc first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 10 quarters since.
Leo H. Evart Inc's Schwab US Dividend Equity ETF position peaked at $11.6M in Q4 2021.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.