&Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

&Partners’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	$19M	Buy	598,106 +69,869	+13%	+$2.22M	0.08%	232
2026 Q1	$16.2M	Buy	528,237 +50,418	+11%	+$1.53M	0.08%	234
2025 Q4	$13.1M	Buy	477,819 +22,813	+5%	+$620K	0.07%	258
2025 Q3	$12.4M	Buy	455,006 +35,420	+8%	+$966K	0.08%	231
2025 Q2	$11.1M	Sell	419,586 -11,506	-3%	-$300K	0.09%	222
2025 Q1	$11.8M	Buy	431,092 +23,239	+6%	+$648K	0.13%	157
2024 Q4	$11.2M	Buy	407,853 +66,633	+20%	+$1.89M	0.13%	153
2024 Q3	$9.65M	Buy	341,220 +207,708	+156%	+$5.66M	0.19%	122
2024 Q2	$3.46M	Buy	133,512 +101,457	+317%	+$2.64M	0.15%	151
2024 Q1	$862K	Buy	32,055 +11,091	+53%	+$287K	0.12%	174
2023 Q4	$533K	Buy	+20,964	New	+$500K	0.13%	149

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

&Partners's SCHD Position: Q2 2026 in Review

&Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q2 2026, buying an estimated $2.22M and bringing the position to 598,106 shares worth $19M. The position accounts for 0.08% of the portfolio, ranked #232.

&Partners first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

&Partners held 598,106 shares of Schwab US Dividend Equity ETF worth $19M as of Q2 2026.
&Partners bought 69,869 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.22M.
Schwab US Dividend Equity ETF made up 0.08% of &Partners's portfolio in Q2 2026, its #232 holding.
&Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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