Patrick M. Sweeney & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Patrick M. Sweeney & Associates’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	$777K	Buy	24,515 +1,159	+5%	+$36.8K	0.45%	58
2026 Q1	$717K	Buy	23,356 +609	+3%	+$18.5K	0.46%	56
2025 Q4	$624K	Buy	22,747 +2,113	+10%	+$57.5K	0.39%	66
2025 Q3	$563K	Buy	20,634 +2,099	+11%	+$57.3K	0.36%	68
2025 Q2	$507K	Buy	18,535 +2,790	+18%	+$72.9K	0.35%	76
2025 Q1	$440K	Buy	15,745 +645	+4%	+$18K	0.33%	79
2024 Q4	$413K	Buy	15,100 +475	+3%	+$13.5K	0.31%	83
2024 Q3	$412K	Buy	14,625 +3,327	+29%	+$90.6K	0.3%	83
2024 Q2	$283K	Buy	11,298 +2,235	+25%	+$58.2K	0.23%	110
2024 Q1	$244K	Buy	9,063 +255	+3%	+$6.59K	0.2%	117
2023 Q4	$224K	Buy	+8,808	New	+$210K	0.2%	111

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

Patrick M. Sweeney & Associates's SCHD Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Schwab US Dividend Equity ETF (SCHD) stake by 5% in Q2 2026, buying an estimated $36.8K and bringing the position to 24,515 shares worth $777K. The position accounts for 0.45% of the portfolio, ranked #58.

Patrick M. Sweeney & Associates first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Patrick M. Sweeney & Associates held 24,515 shares of Schwab US Dividend Equity ETF worth $777K as of Q2 2026.
Patrick M. Sweeney & Associates bought 1,159 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $36.8K.
Schwab US Dividend Equity ETF made up 0.45% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #58 holding.
Patrick M. Sweeney & Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.