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

Macroview 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	$2.91M	Buy	91,674 +7,477	+9%	+$237K	1.79%	15
2026 Q1	$2.58M	Buy	84,197 +1,236	+1%	+$37.5K	1.79%	16
2025 Q4	$2.28M	Buy	82,961 +64,718	+355%	+$1.76M	1.56%	20
2025 Q3	$498K	Buy	+18,243	New	+$498K	0.37%	56
2023 Q4	–	Sell	-45	Closed	-$1.06K	–	809
2023 Q3	$1.06K	Hold	45	–	–	﹤0.01%	654
2023 Q2	$1.09K	Buy	+45	New	+$1.07K	﹤0.01%	419

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

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

Macroview Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.9% in Q2 2026, buying an estimated $237K and bringing the position to 91,674 shares worth $2.91M. The position accounts for 1.79% of the portfolio, ranked #15.

Macroview Investment Management first reported a position in SCHD in Q2 2023 and has held it in 6 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Macroview Investment Management held 91,674 shares of Schwab US Dividend Equity ETF worth $2.91M as of Q2 2026.
Macroview Investment Management bought 7,477 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $237K.
Schwab US Dividend Equity ETF made up 1.79% of Macroview Investment Management's portfolio in Q2 2026, its #15 holding.
Macroview Investment Management first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 6 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.