Ogorek Anthony Joseph’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ogorek Anthony Joseph’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	$228K	Sell	7,194 -613	-8%	-$19.4K	0.06%	76
2026 Q1	$239K	Buy	7,807 +15	+0.2%	+$455	0.07%	70
2025 Q4	$213K	Buy	7,792 +18	+0.2%	+$489	0.06%	75
2025 Q3	$212K	Buy	7,774 +5,584	+255%	+$152K	0.06%	73
2025 Q2	$58K	Buy	2,190 +21	+1%	+$548	0.02%	151
2025 Q1	$60K	Sell	2,169 -1,059	-33%	-$29.5K	0.02%	135
2024 Q4	$88K	Buy	3,228 +30	+0.9%	+$853	0.03%	86
2024 Q3	$90K	Buy	+3,198	New	+$87.1K	0.03%	78

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

Ogorek Anthony Joseph's SCHD Position: Q2 2026 in Review

Ogorek Anthony Joseph reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.9% in Q2 2026, selling an estimated $19.4K and leaving 7,194 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #76.

Ogorek Anthony Joseph first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. The position peaked at $239K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Ogorek Anthony Joseph held 7,194 shares of Schwab US Dividend Equity ETF worth $228K as of Q2 2026.
Ogorek Anthony Joseph sold 613 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $19.4K.
Schwab US Dividend Equity ETF made up 0.06% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #76 holding.
Ogorek Anthony Joseph first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
Ogorek Anthony Joseph's Schwab US Dividend Equity ETF position peaked at $239K in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.