Lloyd Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lloyd Advisory Services’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	$118	Sell	4 -5,641	-100%	-$179K	﹤0.01%	618
2026 Q1	$173K	Buy	5,645 +1,677	+42%	+$50.9K	0.05%	161
2025 Q4	$109K	Buy	+3,968	New	+$108K	0.04%	174
2022 Q2	–	Sell	-2,394	Closed	-$63K	–	458
2022 Q1	$63K	Buy	2,394 +87	+4%	+$2.28K	0.03%	207
2021 Q4	$62K	Buy	2,307 +1,500	+186%	+$39K	0.03%	178
2021 Q3	$20K	Sell	807 -282	-26%	-$7.17K	0.01%	251
2021 Q2	$27K	Buy	1,089 +1,056	+3,200%	+$26.7K	0.01%	221
2021 Q1	$1K	Sell	33 -2,064	-98%	-$46.9K	﹤0.01%	361
2020 Q4	$45K	Buy	2,097 +2,088	+23,200%	+$42.3K	0.02%	122
2020 Q3	$0	Sell	9 -183	-95%	-$3.37K	﹤0.01%	374
2020 Q2	$3K	Sell	192 -34,689	-99%	-$586K	﹤0.01%	257
2020 Q1	$523K	Buy	34,881 +33,210	+1,987%	+$596K	0.39%	21
2019 Q4	$32K	Buy	+1,671	New	+$31.3K	0.03%	163

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 22.9% 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

Lloyd Advisory Services's SCHD Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 100% in Q2 2026, selling an estimated $179K and leaving 4 shares worth $118. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Lloyd Advisory Services first reported a position in SCHD in Q4 2019 and has held it in 13 quarters since. The position peaked at $523K in Q1 2020. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Lloyd Advisory Services held 4 shares of Schwab US Dividend Equity ETF worth $118 as of Q2 2026.
Lloyd Advisory Services sold 5,641 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $179K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #618 holding.
Lloyd Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 13 quarters since.
Lloyd Advisory Services's Schwab US Dividend Equity ETF position peaked at $523K in Q1 2020.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.