Minot DeBlois Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Minot DeBlois Advisors’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	$7.93K	Hold	250	–	–	0.01%	151
2026 Q1	$7.67K	Hold	250	–	–	0.01%	144
2025 Q4	$6.86K	Hold	250	–	–	0.01%	135
2025 Q3	$6.83K	Sell	250 -197	-44%	-$5.37K	0.01%	163
2025 Q2	$11.8K	Hold	447	–	–	0.01%	151
2025 Q1	$12.5K	Hold	447	–	–	0.01%	148
2024 Q4	$12.2K	Buy	+447	New	+$12.7K	0.01%	191

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

Minot DeBlois Advisors's SCHD Position: Q2 2026 in Review

Minot DeBlois Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 250 shares worth $7.93K. The position accounts for 0.01% of the portfolio, ranked #151.

Minot DeBlois Advisors first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.5K in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Minot DeBlois Advisors held 250 shares of Schwab US Dividend Equity ETF worth $7.93K as of Q2 2026.
Minot DeBlois Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Minot DeBlois Advisors's portfolio in Q2 2026, its #151 holding.
Minot DeBlois Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Minot DeBlois Advisors's Schwab US Dividend Equity ETF position peaked at $12.5K in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.