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

Orcam Financial 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	$872K	Sell	27,503 -388	-1%	-$12.3K	0.43%	40
2026 Q1	$856K	Buy	27,891 +12	+0%	+$364	0.61%	23
2025 Q4	$765K	Sell	27,879 -476	-2%	-$12.9K	0.57%	26
2025 Q3	$774K	Sell	28,355 -96	-0.3%	-$2.62K	0.63%	24
2025 Q2	$754K	Sell	28,451 -8,609	-23%	-$225K	0.65%	25
2025 Q1	$1.04M	Sell	37,060 -3,761	-9%	-$105K	0.97%	23
2024 Q4	$1.12M	Buy	40,821 +2,214	+6%	+$62.9K	1.08%	18
2024 Q3	$1.09M	Sell	38,607 -10,461	-21%	-$285K	1.05%	22
2024 Q2	$1.27M	Sell	49,068 -5,691	-10%	-$148K	1.36%	14
2024 Q1	$1.47M	Buy	54,759 +22,695	+71%	+$586K	1.61%	14
2023 Q4	$814K	Buy	32,064 +1,578	+5%	+$37.6K	0.99%	20
2023 Q3	$719K	Hold	30,486	–	–	0.97%	20
2023 Q2	$738K	Buy	30,486 +2,025	+7%	+$48.4K	1.02%	21
2023 Q1	$694K	Hold	28,461	–	–	0.96%	19
2022 Q4	$717K	Hold	28,461	–	–	1.1%	19
2022 Q3	$630K	Buy	28,461 +600	+2%	+$14.6K	1.07%	16
2022 Q2	$665K	Hold	27,861	–	–	1.07%	16
2022 Q1	$733K	Sell	27,861 -7,776	-22%	-$204K	1.05%	17
2021 Q4	$960K	Buy	+35,637	New	+$926K	1.31%	14

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

Orcam Financial Group's SCHD Position: Q2 2026 in Review

Orcam Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.4% in Q2 2026, selling an estimated $12.3K and leaving 27,503 shares worth $872K. The position accounts for 0.43% of the portfolio, ranked #40.

Orcam Financial Group first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.47M in Q1 2024. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Orcam Financial Group held 27,503 shares of Schwab US Dividend Equity ETF worth $872K as of Q2 2026.
Orcam Financial Group sold 388 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $12.3K.
Schwab US Dividend Equity ETF made up 0.43% of Orcam Financial Group's portfolio in Q2 2026, its #40 holding.
Orcam Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
Orcam Financial Group's Schwab US Dividend Equity ETF position peaked at $1.47M in Q1 2024.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.