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

Lyell Wealth 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	$724K	Buy	22,830 +101	+0.4%	+$3.2K	0.04%	143
2026 Q1	$697K	Hold	22,729	–	–	0.05%	131
2025 Q4	$623K	Sell	22,729 -600	-3%	-$16.3K	0.05%	134
2025 Q3	$637K	Buy	23,329 +150	+0.6%	+$4.09K	0.05%	139
2025 Q2	$614K	Sell	23,179 -1,200	-5%	-$31.3K	0.05%	142
2025 Q1	$682K	Sell	24,379 -1,648	-6%	-$45.9K	0.06%	131
2024 Q4	$711K	Sell	26,027 -2,503	-9%	-$71.2K	0.06%	128
2024 Q3	$804K	Sell	28,530 -1,275	-4%	-$34.7K	0.07%	128
2024 Q2	$773K	Sell	29,805 -2,730	-8%	-$71.1K	0.07%	119
2024 Q1	$874K	Buy	32,535 +9,921	+44%	+$256K	0.09%	115
2023 Q4	$574K	Buy	22,614 +4,473	+25%	+$107K	0.07%	130
2023 Q3	$428K	Sell	18,141 -2,283	-11%	-$56K	0.06%	132
2023 Q2	$494K	Buy	20,424 +111	+0.5%	+$2.65K	0.06%	133
2023 Q1	$495K	Buy	20,313 +1,041	+5%	+$26K	0.07%	138
2022 Q4	$485K	Buy	19,272 +39	+0.2%	+$963	0.08%	135
2022 Q3	$426K	Buy	19,233 +2,739	+17%	+$66.5K	0.07%	134
2022 Q2	$394K	Buy	16,494 +111	+0.7%	+$2.82K	0.06%	146
2022 Q1	$431K	Sell	16,383 -2,547	-13%	-$66.7K	0.06%	145
2021 Q4	$510K	Buy	+18,930	New	+$492K	0.06%	135

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

Lyell Wealth Management's SCHD Position: Q2 2026 in Review

Lyell Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.44% in Q2 2026, buying an estimated $3.2K and bringing the position to 22,830 shares worth $724K. The position accounts for 0.04% of the portfolio, ranked #143.

Lyell Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $874K in Q1 2024. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Lyell Wealth Management held 22,830 shares of Schwab US Dividend Equity ETF worth $724K as of Q2 2026.
Lyell Wealth Management bought 101 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.2K.
Schwab US Dividend Equity ETF made up 0.04% of Lyell Wealth Management's portfolio in Q2 2026, its #143 holding.
Lyell Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
Lyell Wealth Management's Schwab US Dividend Equity ETF position peaked at $874K in Q1 2024.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.