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

Meridian 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	$1.17M	Buy	36,956 +290	+0.8%	+$9.2K	0.26%	58
2026 Q1	$1.12M	Buy	36,666 +6,305	+21%	+$191K	0.28%	54
2025 Q4	$833K	Sell	30,361 -324	-1%	-$8.81K	0.21%	51
2025 Q3	$838K	Buy	30,685 +287	+0.9%	+$7.83K	0.22%	51
2025 Q2	$806K	Buy	+30,398	New	+$794K	0.22%	49
2025 Q1	–	Sell	-36,235	Closed	-$990K	–	97
2024 Q4	$990K	Buy	36,235 +109	+0.3%	+$3.1K	0.26%	50
2024 Q3	$1.02M	Buy	36,126 +1,443	+4%	+$39.3K	0.26%	47
2024 Q2	$899K	Buy	34,683 +498	+1%	+$13K	0.25%	54
2024 Q1	$919K	Buy	34,185 +87	+0.3%	+$2.25K	0.25%	52
2023 Q4	$873K	Sell	34,098 -9,636	-22%	-$230K	0.25%	52
2023 Q3	$1.03M	Sell	43,734 -2,898	-6%	-$71.1K	0.34%	45
2023 Q2	$1.13M	Buy	46,632 +1,167	+3%	+$27.9K	0.35%	45
2023 Q1	$1.11M	Buy	+45,465	New	+$1.14M	0.36%	42

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

Meridian Management's SCHD Position: Q2 2026 in Review

Meridian Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.79% in Q2 2026, buying an estimated $9.2K and bringing the position to 36,956 shares worth $1.17M. The position accounts for 0.26% of the portfolio, ranked #58.

Meridian Management first reported a position in SCHD in Q1 2023 and has held it in 13 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Meridian Management held 36,956 shares of Schwab US Dividend Equity ETF worth $1.17M as of Q2 2026.
Meridian Management bought 290 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $9.2K.
Schwab US Dividend Equity ETF made up 0.26% of Meridian Management's portfolio in Q2 2026, its #58 holding.
Meridian Management first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 13 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Meridian Management's 13F filing for Q2 2026, filed 4 Aug 2026.