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

Paladin Advisory 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
2023 Q1	–	Sell	-189,903	Closed	-$4.78M	–	446
2022 Q4	$4.78M	Buy	189,903 +12,453	+7%	+$307K	4.09%	2
2022 Q3	$3.93M	Buy	177,450 +510	+0.3%	+$12.4K	3.59%	5
2022 Q2	$4.22M	Buy	+176,940	New	+$4.5M	3.63%	4
2022 Q1	–	Sell	-158,568	Closed	-$4.27M	–	463
2021 Q4	$4.27M	Buy	+158,568	New	+$4.12M	3.47%	4

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

Paladin Advisory Group's SCHD Position: Q2 2026 in Review

Paladin Advisory Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.86% in Q2 2026, selling an estimated $6.28K and leaving 22,714 shares worth $720K. The position accounts for 0.48% of the portfolio, ranked #42.

Paladin Advisory Group first reported a position in SCHD in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.67M in Q2 2023. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Paladin Advisory Group held 22,714 shares of Schwab US Dividend Equity ETF worth $720K as of Q2 2026.
Paladin Advisory Group sold 198 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $6.28K.
Schwab US Dividend Equity ETF made up 0.48% of Paladin Advisory Group's portfolio in Q2 2026, its #42 holding.
Paladin Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Schwab US Dividend Equity ETF position peaked at $4.67M in Q2 2023.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.