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

Novem 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	$1.14M	Buy	35,846 +1,632	+5%	+$51.8K	0.12%	155
2026 Q1	$1.05M	Buy	34,214 +15,044	+78%	+$456K	0.12%	158
2025 Q4	$526K	Sell	19,170 -1,852	-9%	-$50.4K	0.06%	256
2025 Q3	$574K	Buy	21,022 +660	+3%	+$18K	0.07%	246
2025 Q2	$540K	Sell	20,362 -277,914	-93%	-$7.26M	0.07%	242
2025 Q1	$8.34M	Buy	298,276 +253,089	+560%	+$7.06M	1.17%	20
2024 Q4	$1.23M	Buy	+45,187	New	+$1.28M	0.18%	100

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

Novem Group's SCHD Position: Q2 2026 in Review

Novem Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.8% in Q2 2026, buying an estimated $51.8K and bringing the position to 35,846 shares worth $1.14M. The position accounts for 0.12% of the portfolio, ranked #155.

Novem Group first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.34M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Novem Group held 35,846 shares of Schwab US Dividend Equity ETF worth $1.14M as of Q2 2026.
Novem Group bought 1,632 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $51.8K.
Schwab US Dividend Equity ETF made up 0.12% of Novem Group's portfolio in Q2 2026, its #155 holding.
Novem Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Novem Group's Schwab US Dividend Equity ETF position peaked at $8.34M in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.