Loudon Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Loudon Investment Management’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	$419K	Buy	13,211 +50	+0.4%	+$1.59K	0.21%	77
2026 Q1	$404K	Buy	13,161 +50	+0.4%	+$1.52K	0.22%	78
2025 Q4	$360K	Sell	13,111 -11,225	-46%	-$305K	0.19%	80
2025 Q3	$664K	Sell	24,336 -6,565	-21%	-$179K	0.35%	62
2025 Q2	$819K	Sell	30,901 -315	-1%	-$8.23K	0.45%	54
2025 Q1	$873K	Buy	31,216 +195	+0.6%	+$5.44K	0.5%	51
2024 Q4	$847K	Buy	31,021 +5,635	+22%	+$160K	0.48%	50
2024 Q3	$715K	Buy	25,386 +2,427	+11%	+$66.1K	0.39%	56
2024 Q2	$595K	Buy	22,959 +1,845	+9%	+$48K	0.35%	63
2024 Q1	$567K	Sell	21,114 -159	-0.7%	-$4.11K	0.33%	66
2023 Q4	$540K	Buy	+21,273	New	+$507K	0.33%	69
2020 Q1	–	Sell	-11,250	Closed	-$217K	–	85
2019 Q4	$217K	Buy	+11,250	New	+$211K	0.17%	85

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

Loudon Investment Management's SCHD Position: Q2 2026 in Review

Loudon Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.38% in Q2 2026, buying an estimated $1.59K and bringing the position to 13,211 shares worth $419K. The position accounts for 0.21% of the portfolio, ranked #77.

Loudon Investment Management first reported a position in SCHD in Q4 2019 and has held it in 12 quarters since. The position peaked at $873K in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Loudon Investment Management held 13,211 shares of Schwab US Dividend Equity ETF worth $419K as of Q2 2026.
Loudon Investment Management bought 50 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.59K.
Schwab US Dividend Equity ETF made up 0.21% of Loudon Investment Management's portfolio in Q2 2026, its #77 holding.
Loudon Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 12 quarters since.
Loudon Investment Management's Schwab US Dividend Equity ETF position peaked at $873K in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.