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

Nautilus 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	$405K	Buy	12,504 +3,152	+34%	+$100K	0.24%	109
2026 Q1	$287K	Buy	9,352 +44	+0.5%	+$1.33K	0.2%	131
2025 Q4	$255K	Sell	9,308 -72	-0.8%	-$1.96K	0.17%	147
2025 Q3	$256K	Sell	9,380 -324	-3%	-$8.84K	0.17%	145
2025 Q2	$257K	Sell	9,704 -222	-2%	-$5.8K	0.19%	141
2025 Q1	$278K	Sell	9,926 -12	-0.1%	-$335	0.23%	120
2024 Q4	$271K	Buy	+9,938	New	+$283K	0.22%	123

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

Nautilus Advisors's SCHD Position: Q2 2026 in Review

Nautilus Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 34% in Q2 2026, buying an estimated $100K and bringing the position to 12,504 shares worth $405K. The position accounts for 0.24% of the portfolio, ranked #109.

Nautilus Advisors first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Nautilus Advisors held 12,504 shares of Schwab US Dividend Equity ETF worth $405K as of Q2 2026.
Nautilus Advisors bought 3,152 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $100K.
Schwab US Dividend Equity ETF made up 0.24% of Nautilus Advisors's portfolio in Q2 2026, its #109 holding.
Nautilus Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.