Meitav Investment House’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Meitav Investment House’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	$1.16M	Buy	+36,684	New	+$1.16M	0.01%	224
2023 Q3	–	Sell	-119,391	Closed	-$2.86M	–	483
2023 Q2	$2.86M	Hold	119,391	–	–	0.05%	154
2023 Q1	$2.91M	Sell	119,391 -7,227,000	-98%	-$181M	0.05%	161
2022 Q4	$186M	Buy	7,346,391 +515,025	+8%	+$12.7M	3.2%	6
2022 Q3	$153M	Buy	6,831,366 +1,380,798	+25%	+$33.5M	2.69%	6
2022 Q2	$129M	Buy	+5,450,568	New	+$139M	2.2%	7

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

Meitav Investment House's SCHD Position: Q2 2026 in Review

Meitav Investment House opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 36,684 shares worth $1.16M. The stake represents 0.01% of the portfolio and ranks #224 among its holdings. This is a return to the name: Meitav Investment House previously reported a position in SCHD as recently as Q2 2023.

Meitav Investment House first reported a position in SCHD in Q2 2022 and has held it in 6 quarters since. The position peaked at $186M in Q4 2022. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Meitav Investment House held 36,684 shares of Schwab US Dividend Equity ETF worth $1.16M as of Q2 2026.
Schwab US Dividend Equity ETF was a new Meitav Investment House position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Meitav Investment House's portfolio in Q2 2026, its #224 holding.
Meitav Investment House first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 6 quarters since.
Meitav Investment House's Schwab US Dividend Equity ETF position peaked at $186M in Q4 2022.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.