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POM Investment Strategies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

POM Investment Strategies’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 		$1.43K Sell
45
-901
-95% -$28.6K ﹤0.01% 320
2026
Q1 		$29K Buy
+946
New +$28.7K 0.04% 139

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

POM Investment Strategies's SCHD Position: Q2 2026 in Review

POM Investment Strategies reduced its Schwab US Dividend Equity ETF (SCHD) stake by 95% in Q2 2026, selling an estimated $28.6K and leaving 45 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

POM Investment Strategies first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. The position peaked at $29K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • POM Investment Strategies held 45 shares of Schwab US Dividend Equity ETF worth $1.43K as of Q2 2026.
  • POM Investment Strategies sold 901 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $28.6K.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of POM Investment Strategies's portfolio in Q2 2026, its #320 holding.
  • POM Investment Strategies first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • POM Investment Strategies's Schwab US Dividend Equity ETF position peaked at $29K in Q1 2026.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.