Palladiem’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Palladiem’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	$24.4K	Hold	768	–	–	0.02%	111
2026 Q1	$23.5K	Buy	768 +71	+10%	+$2.15K	0.02%	118
2025 Q4	$19.1K	Buy	+697	New	+$19K	0.02%	127
2023 Q3	$4.89M	Sell	207,195 -6,060	-3%	-$149K	5.28%	7
2023 Q2	$5.16M	Buy	+213,255	New	+$5.1M	5.31%	6

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

Palladiem's SCHD Position: Q2 2026 in Review

Palladiem held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 768 shares worth $24.4K. The position accounts for 0.02% of the portfolio, ranked #111.

Palladiem first reported a position in SCHD in Q2 2023 and has held it in 5 quarters since. The position peaked at $5.16M in Q2 2023. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Palladiem held 768 shares of Schwab US Dividend Equity ETF worth $24.4K as of Q2 2026.
Palladiem left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.02% of Palladiem's portfolio in Q2 2026, its #111 holding.
Palladiem first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 5 quarters since.
Palladiem's Schwab US Dividend Equity ETF position peaked at $5.16M in Q2 2023.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Palladiem's 13F filing for Q2 2026, filed 13 Aug 2026.