Thompson David Blair’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Thompson David Blair’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	$266K	Sell	8,374 -899	-10%	-$28.5K	0.13%	183
2026 Q1	$285K	Sell	9,273 -18,184	-66%	-$552K	0.16%	141
2025 Q4	$753K	Buy	+27,457	New	+$747K	0.43%	69

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Thompson David Blair's SCHD Position: Q2 2026 in Review

Thompson David Blair reduced its Schwab US Dividend Equity ETF (SCHD) stake by 9.7% in Q2 2026, selling an estimated $28.5K and leaving 8,374 shares worth $266K. The position accounts for 0.13% of the portfolio, ranked #183.

Thompson David Blair first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. The position peaked at $753K in Q4 2025. 2,069 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Thompson David Blair held 8,374 shares of Schwab US Dividend Equity ETF worth $266K as of Q2 2026.
Thompson David Blair sold 899 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $28.5K.
Schwab US Dividend Equity ETF made up 0.13% of Thompson David Blair's portfolio in Q2 2026, its #183 holding.
Thompson David Blair first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
Thompson David Blair's Schwab US Dividend Equity ETF position peaked at $753K in Q4 2025.
2,069 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.