NAMP
SCHD icon

NorthStar Asset Management (Pennsylvania)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

NorthStar Asset Management (Pennsylvania)’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 		$220 Buy
+7
New +$222 ﹤0.01% 255

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

NorthStar Asset Management (Pennsylvania)'s SCHD Position: Q2 2026 in Review

NorthStar Asset Management (Pennsylvania) opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 7 shares worth $220. The stake represents ﹤0.01% of the portfolio and ranks #255 among its holdings.

1,710 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • NorthStar Asset Management (Pennsylvania) held 7 shares of Schwab US Dividend Equity ETF worth $220 as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new NorthStar Asset Management (Pennsylvania) position in Q2 2026.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of NorthStar Asset Management (Pennsylvania)'s portfolio in Q2 2026, its #255 holding.
  • 1,710 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q2 2026, filed 27 Jul 2026.