Nalls Sherbakoff Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Nalls Sherbakoff Group’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	$327K	Sell	10,317 -13,066	-56%	-$415K	0.23%	68
2026 Q1	$717K	Sell	23,383 -725	-3%	-$22K	0.53%	40
2025 Q4	$661K	Sell	24,108 -200	-0.8%	-$5.44K	0.48%	43
2025 Q3	$664K	Hold	24,308	–	–	0.45%	47
2025 Q2	$644K	Buy	24,308 +2,085	+9%	+$54.5K	0.47%	45
2025 Q1	$621K	Buy	+22,223	New	+$619K	0.51%	40
2023 Q4	$592K	Buy	23,316 +195	+0.8%	+$4.65K	0.53%	35
2023 Q3	$545K	Hold	23,121	–	–	0.53%	36
2023 Q2	$536K	Hold	23,121	–	–	0.53%	37
2023 Q1	$557K	Buy	+23,121	New	+$578K	0.55%	35
2018 Q4	$387K	Buy	+24,693	New	+$412K	0.62%	35

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

Nalls Sherbakoff Group's SCHD Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 56% in Q2 2026, selling an estimated $415K and leaving 10,317 shares worth $327K. The position accounts for 0.23% of the portfolio, ranked #68.

Nalls Sherbakoff Group first reported a position in SCHD in Q4 2018 and has held it in 11 quarters since. The position peaked at $717K in Q1 2026. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Nalls Sherbakoff Group held 10,317 shares of Schwab US Dividend Equity ETF worth $327K as of Q2 2026.
Nalls Sherbakoff Group sold 13,066 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $415K.
Schwab US Dividend Equity ETF made up 0.23% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #68 holding.
Nalls Sherbakoff Group first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Schwab US Dividend Equity ETF position peaked at $717K in Q1 2026.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.