Norris Perne & French’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Norris Perne & French’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	$215K	Hold	6,794	–	–	0.01%	148
2026 Q1	$208K	Buy	+6,794	New	+$206K	0.01%	154

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

Norris Perne & French's SCHD Position: Q2 2026 in Review

Norris Perne & French held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 6,794 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #148.

Norris Perne & French first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Norris Perne & French held 6,794 shares of Schwab US Dividend Equity ETF worth $215K as of Q2 2026.
Norris Perne & French left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Norris Perne & French's portfolio in Q2 2026, its #148 holding.
Norris Perne & French first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.