Regatta Research & Money Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Regatta Research & Money 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	$1.51M	Buy	+47,580	New	+$1.51M	1.43%	13

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Regatta Research & Money Management's SCHD Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 47,580 shares worth $1.51M. The stake represents 1.43% of the portfolio and ranks #13 among its holdings.

1,793 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Regatta Research & Money Management held 47,580 shares of Schwab US Dividend Equity ETF worth $1.51M as of Q2 2026.
Schwab US Dividend Equity ETF was a new Regatta Research & Money Management position in Q2 2026.
Schwab US Dividend Equity ETF made up 1.43% of Regatta Research & Money Management's portfolio in Q2 2026, its #13 holding.
1,793 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.