Nabity-Jensen Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Nabity-Jensen 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	$1.22M	Hold	38,476	–	–	0.75%	28
2026 Q1	$1.18M	Sell	38,476 -65,893	-63%	-$2M	0.82%	28
2025 Q4	$2.86M	Sell	104,369 -16,854	-14%	-$458K	1.94%	13
2025 Q3	$3.31M	Sell	121,223 -3,589	-3%	-$97.9K	2.29%	13
2025 Q2	$3.31M	Sell	124,812 -7,699	-6%	-$201K	2.44%	13
2025 Q1	$3.71M	Sell	132,511 -12,998	-9%	-$362K	2.94%	9
2024 Q4	$3.98M	Buy	145,509 +150	+0.1%	+$4.26K	3%	11
2024 Q3	$4.1M	Sell	145,359 -19,518	-12%	-$532K	3.14%	9
2024 Q2	$4.27M	Buy	164,877 +267	+0.2%	+$6.95K	3.5%	8
2024 Q1	$4.42M	Buy	164,610 +702	+0.4%	+$18.1K	3.64%	7
2023 Q4	$4.16M	Buy	+163,908	New	+$3.91M	3.74%	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 22.9% 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

Nabity-Jensen Investment Management's SCHD Position: Q2 2026 in Review

Nabity-Jensen Investment Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 38,476 shares worth $1.22M. The position accounts for 0.75% of the portfolio, ranked #28.

Nabity-Jensen Investment Management first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.42M in Q1 2024. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Nabity-Jensen Investment Management held 38,476 shares of Schwab US Dividend Equity ETF worth $1.22M as of Q2 2026.
Nabity-Jensen Investment Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.75% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #28 holding.
Nabity-Jensen Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Nabity-Jensen Investment Management's Schwab US Dividend Equity ETF position peaked at $4.42M in Q1 2024.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.