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

Marco 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	$317K	Hold	9,986	–	–	0.02%	188
2026 Q1	$306K	Buy	9,986 +138	+1%	+$4.19K	0.02%	178
2025 Q4	$270K	Hold	9,848	–	–	0.02%	188
2025 Q3	$269K	Buy	9,848 +482	+5%	+$13.2K	0.02%	183
2025 Q2	$248K	Hold	9,366	–	–	0.02%	191
2025 Q1	$262K	Hold	9,366	–	–	0.02%	176
2024 Q4	$256K	Hold	9,366	–	–	0.02%	186
2024 Q3	$264K	Buy	+9,366	New	+$255K	0.02%	184

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

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

Marco Investment Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 9,986 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #188.

Marco Investment Management first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Marco Investment Management held 9,986 shares of Schwab US Dividend Equity ETF worth $317K as of Q2 2026.
Marco Investment Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.02% of Marco Investment Management's portfolio in Q2 2026, its #188 holding.
Marco Investment Management first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.