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

Platform Technology 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	$13M	Buy	409,809 +28,223	+7%	+$895K	2.13%	7
2026 Q1	$11.7M	Buy	381,586 +30,934	+9%	+$938K	2.26%	7
2025 Q4	$9.62M	Buy	350,652 +27,926	+9%	+$759K	2.05%	7
2025 Q3	$8.81M	Buy	322,726 +12,801	+4%	+$349K	2.11%	8
2025 Q2	$8.21M	Buy	309,925 +9,872	+3%	+$258K	2.14%	7
2025 Q1	$8.39M	Buy	300,053 +21,671	+8%	+$604K	2.44%	4
2024 Q4	$7.61M	Buy	278,382 +25,692	+10%	+$730K	2.3%	6
2024 Q3	$7.12M	Buy	252,690 +17,514	+7%	+$477K	2.24%	6
2024 Q2	$6.1M	Buy	+235,176	New	+$6.12M	2.1%	6
2023 Q4	$5.14M	Buy	199,434 +65,820	+49%	+$1.57M	2%	7
2023 Q3	$3.15M	Buy	133,614 +2,826	+2%	+$69.3K	1.47%	9
2023 Q2	$3.19M	Sell	130,788 -88,401	-40%	-$2.11M	1.5%	9
2023 Q1	$5.35M	Sell	219,189 -11,721	-5%	-$293K	2.64%	3
2022 Q4	$5.81M	Sell	230,910 -11,184	-5%	-$276K	3%	3
2022 Q3	$5.36M	Buy	242,094 +19,749	+9%	+$480K	3.05%	4
2022 Q2	$5.31M	Sell	222,345 -4,014	-2%	-$102K	2.9%	3
2022 Q1	$5.95M	Buy	226,359 +10,680	+5%	+$280K	2.86%	4
2021 Q4	$5.81M	Buy	215,679 +10,308	+5%	+$268K	2.55%	5
2021 Q3	$5.08M	Buy	205,371 +12,726	+7%	+$323K	2.3%	5
2021 Q2	$4.86M	Buy	+192,645	New	+$4.86M	2%	5
2020 Q4	$2.92M	Buy	136,767 +67,032	+96%	+$1.36M	1.43%	9
2020 Q3	$1.28M	Buy	69,735 +11,889	+21%	+$219K	0.79%	28
2020 Q2	$998K	Buy	+57,846	New	+$977K	0.7%	35

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

Platform Technology Partners's SCHD Position: Q2 2026 in Review

Platform Technology Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.4% in Q2 2026, buying an estimated $895K and bringing the position to 409,809 shares worth $13M. The position accounts for 2.13% of the portfolio, ranked #7.

Platform Technology Partners first reported a position in SCHD in Q2 2020 and has held it in 23 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Platform Technology Partners held 409,809 shares of Schwab US Dividend Equity ETF worth $13M as of Q2 2026.
Platform Technology Partners bought 28,223 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $895K.
Schwab US Dividend Equity ETF made up 2.13% of Platform Technology Partners's portfolio in Q2 2026, its #7 holding.
Platform Technology Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 23 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.