Patriot Investment Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Patriot Investment Management 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
2026 Q2	$7.42M	Sell	234,014 -8,396	-3%	-$266K	0.43%	34
2026 Q1	$7.44M	Sell	242,410 -184	-0.1%	-$5.58K	0.48%	33
2025 Q4	$6.65M	Sell	242,594 -8,980	-4%	-$244K	0.42%	36
2025 Q3	$6.87M	Sell	251,574 -8,554	-3%	-$233K	0.45%	34
2025 Q2	$6.89M	Sell	260,128 -6,406	-2%	-$167K	0.48%	32
2025 Q1	$7.45M	Buy	266,534 +5,096	+2%	+$142K	0.56%	31
2024 Q4	$7.14M	Sell	261,438 -9,117	-3%	-$259K	0.53%	31
2024 Q3	$7.62M	Buy	270,555 +5,055	+2%	+$138K	0.56%	32
2024 Q2	$6.88M	Buy	265,500 +48	+0%	+$1.25K	0.54%	35
2024 Q1	$7.13M	Sell	265,452 -1,821	-0.7%	-$47K	0.56%	34
2023 Q4	$6.78M	Sell	267,273 -26,052	-9%	-$621K	0.58%	32
2023 Q3	$6.92M	Sell	293,325 -26,169	-8%	-$642K	0.63%	33
2023 Q2	$7.73M	Sell	319,494 -24,534	-7%	-$586K	0.65%	31
2023 Q1	$8.39M	Sell	344,028 -7,461	-2%	-$187K	0.74%	30
2022 Q4	$8.95M	Buy	351,489 +22,155	+7%	+$547K	0.78%	27
2022 Q3	$7.29M	Buy	329,334 +7,584	+2%	+$184K	0.75%	28
2022 Q2	$7.68M	Buy	321,750 +33,432	+12%	+$850K	0.75%	28
2022 Q1	$7.58M	Buy	288,318 +5,853	+2%	+$153K	0.66%	28
2021 Q4	$7.61M	Buy	282,465 +2,601	+0.9%	+$67.6K	0.65%	27
2021 Q3	$6.92M	Buy	279,864 +4,827	+2%	+$123K	0.63%	28
2021 Q2	$6.93M	Sell	275,037 -2,046	-0.7%	-$51.7K	0.64%	28
2021 Q1	$6.74M	Buy	277,083 +161,250	+139%	+$3.67M	0.67%	29
2020 Q4	$2.48M	Sell	115,833 -156,765	-58%	-$3.18M	0.37%	37
2020 Q3	$5.02M	Sell	272,598 -570	-0.2%	-$10.5K	0.6%	29
2020 Q2	$4.71M	Buy	273,168 +4,350	+2%	+$73.5K	0.6%	32
2020 Q1	$4.03M	Buy	268,818 +3,150	+1%	+$56.6K	0.61%	34
2019 Q4	$5.13M	Sell	265,668 -993	-0.4%	-$18.6K	0.66%	32
2019 Q3	$4.78M	Sell	266,661 -273	-0.1%	-$4.89K	0.66%	34
2019 Q2	$4.72M	Buy	266,934 +4,455	+2%	+$78.4K	0.66%	35
2019 Q1	$4.57M	Buy	+262,479	New	+$4.41M	0.67%	32

Other funds holding SCHD

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Patriot Investment Management Group's SCHD Position: Q2 2026 in Review

Patriot Investment Management Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.5% in Q2 2026, selling an estimated $266K and leaving 234,014 shares worth $7.42M. The position accounts for 0.43% of the portfolio, ranked #34.

Patriot Investment Management Group first reported a position in SCHD in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.95M in Q4 2022. 845 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Patriot Investment Management Group held 234,014 shares of Schwab US Dividend Equity ETF worth $7.42M as of Q2 2026.
Patriot Investment Management Group sold 8,396 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $266K.
Schwab US Dividend Equity ETF made up 0.43% of Patriot Investment Management Group's portfolio in Q2 2026, its #34 holding.
Patriot Investment Management Group first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 30 quarters since.
Patriot Investment Management Group's Schwab US Dividend Equity ETF position peaked at $8.95M in Q4 2022.
845 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.