Personal CFO Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Personal CFO Solutions’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	–	Sell	-170,652	Closed	-$5.24M	–	580
2026 Q1	$5.24M	Sell	170,652 -5,236	-3%	-$159K	0.74%	24
2025 Q4	$4.82M	Sell	175,888 -19,979	-10%	-$543K	0.77%	21
2025 Q3	$5.35M	Buy	+195,867	New	+$5.34M	0.94%	13
2025 Q2	–	Sell	-204,016	Closed	-$5.7M	–	506
2025 Q1	$5.7M	Buy	204,016 +3,349	+2%	+$93.4K	1.16%	11
2024 Q4	$5.48M	Buy	200,667 +3,297	+2%	+$93.7K	1.08%	12
2024 Q3	$5.56M	Buy	197,370 +6,909	+4%	+$188K	0.78%	23
2024 Q2	$4.94M	Buy	190,461 +14,142	+8%	+$368K	0.76%	23
2024 Q1	$4.74M	Buy	176,319 +163,497	+1,275%	+$4.22M	0.74%	23
2023 Q4	$325K	Buy	12,822 +3,183	+33%	+$75.9K	0.06%	352
2023 Q3	$227K	Buy	+9,639	New	+$237K	0.04%	397

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

Personal CFO Solutions's SCHD Position: Q2 2026 in Review

Personal CFO Solutions sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 170,652 shares — an estimated $5.24M sold.

Personal CFO Solutions first reported a position in SCHD in Q3 2023 and held it in 10 quarters. The position peaked at $5.7M in Q1 2025. 2,137 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Personal CFO Solutions reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Personal CFO Solutions sold 170,652 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5.24M.
Personal CFO Solutions first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and held it in 10 quarters.
Personal CFO Solutions's Schwab US Dividend Equity ETF position peaked at $5.7M in Q1 2025.
2,137 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.