O'Rourke & Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

O'Rourke & Company’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	$1.04M	Buy	32,677 +1,574	+5%	+$49.9K	0.36%	66
2026 Q1	$954K	Sell	31,103 -516	-2%	-$15.7K	0.38%	67
2025 Q4	$867K	Buy	31,619 +3,319	+12%	+$90.2K	0.34%	71
2025 Q3	$773K	Buy	28,300 +3,018	+12%	+$82.3K	0.32%	76
2025 Q2	$670K	Buy	25,282 +1,791	+8%	+$46.8K	0.31%	77
2025 Q1	$657K	Buy	23,491 +3,107	+15%	+$86.6K	0.33%	71
2024 Q4	$557K	Buy	20,384 +170	+0.8%	+$4.83K	0.27%	77
2024 Q3	$570K	Buy	20,214 +1,098	+6%	+$29.9K	0.29%	75
2024 Q2	$495K	Buy	19,116 +3,999	+26%	+$104K	0.28%	75
2024 Q1	$406K	Buy	15,117 +2,682	+22%	+$69.3K	0.24%	89
2023 Q4	$316K	Buy	12,435 +3,324	+36%	+$79.2K	0.2%	98
2023 Q3	$215K	Buy	+9,111	New	+$224K	0.16%	125

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

O'Rourke & Company's SCHD Position: Q2 2026 in Review

O'Rourke & Company increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.1% in Q2 2026, buying an estimated $49.9K and bringing the position to 32,677 shares worth $1.04M. The position accounts for 0.36% of the portfolio, ranked #66.

O'Rourke & Company first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

O'Rourke & Company held 32,677 shares of Schwab US Dividend Equity ETF worth $1.04M as of Q2 2026.
O'Rourke & Company bought 1,574 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $49.9K.
Schwab US Dividend Equity ETF made up 0.36% of O'Rourke & Company's portfolio in Q2 2026, its #66 holding.
O'Rourke & Company first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.