Linscomb Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Linscomb Wealth’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	–	Sell	-13,045	Closed	-$400K	–	342
2026 Q1	$400K	Buy	+13,045	New	+$396K	0.02%	257
2023 Q1	–	Sell	-11,229	Closed	-$283K	–	312
2022 Q4	$283K	Buy	+11,229	New	+$277K	0.01%	290
2022 Q2	–	Sell	-8,031	Closed	-$211K	–	322
2022 Q1	$211K	Sell	8,031 -399	-5%	-$10.4K	0.01%	326
2021 Q4	$227K	Buy	8,430 +30	+0.4%	+$779	0.01%	311
2021 Q3	$208K	Sell	8,400 -222	-3%	-$5.64K	0.01%	318
2021 Q2	$217K	Buy	+8,622	New	+$218K	0.01%	313

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

Linscomb Wealth's SCHD Position: Q2 2026 in Review

Linscomb Wealth sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 13,045 shares — an estimated $400K sold.

Linscomb Wealth first reported a position in SCHD in Q2 2021 and held it in 6 quarters. The position peaked at $400K in Q1 2026. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Linscomb Wealth reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Linscomb Wealth sold 13,045 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $400K.
Linscomb Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and held it in 6 quarters.
Linscomb Wealth's Schwab US Dividend Equity ETF position peaked at $400K in Q1 2026.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.