Principle Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Principle Wealth 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	$19.3M	Sell	609,404 -35,397	-5%	-$1.12M	0.95%	20
2026 Q1	$19.8M	Sell	644,801 -3,796	-0.6%	-$115K	1.13%	18
2025 Q4	$17.8M	Sell	648,597 -70,579	-10%	-$1.92M	1%	19
2025 Q3	$19.6M	Sell	719,176 -231,538	-24%	-$6.32M	1.14%	19
2025 Q2	$25.2M	Buy	950,714 +2,863	+0.3%	+$74.8K	1.57%	11
2025 Q1	$26.5M	Sell	947,851 -802,290	-46%	-$22.4M	1.89%	9
2024 Q4	$47.8M	Buy	1,750,141 +117,520	+7%	+$3.34M	3.36%	6
2024 Q3	$46M	Buy	1,632,621 +91,878	+6%	+$2.5M	3.26%	7
2024 Q2	$39.9M	Sell	1,540,743 -32,583	-2%	-$848K	3.04%	6
2024 Q1	$42.3M	Buy	1,573,326 +177,582	+13%	+$4.59M	3.3%	5
2023 Q4	$35.4M	Buy	1,395,744 +243	+0%	+$5.79K	3.05%	6
2023 Q3	$32.9M	Buy	1,395,501 +225,579	+19%	+$5.54M	3.31%	5
2023 Q2	$28.3M	Buy	1,169,922 +77,556	+7%	+$1.85M	2.85%	6
2023 Q1	$26.6M	Buy	1,092,366 +58,344	+6%	+$1.46M	2.85%	6
2022 Q4	$26M	Buy	1,034,022 +613,329	+146%	+$15.1M	2.95%	5
2022 Q3	$9.32K	Buy	420,693 +24,108	+6%	+$586K	0.88%	19
2022 Q2	$9.47M	Buy	396,585 +120,078	+43%	+$3.05M	1.14%	16
2022 Q1	$7.27M	Buy	276,507 +91,740	+50%	+$2.4M	0.76%	26
2021 Q4	$4.98M	Buy	184,767 +16,029	+9%	+$416K	0.52%	44
2021 Q3	$4.18M	Buy	168,738 +33,879	+25%	+$861K	0.48%	47
2021 Q2	$3.4M	Buy	134,859 +39,030	+41%	+$985K	0.39%	60
2021 Q1	$2.33M	Buy	95,829 +38,283	+67%	+$871K	0.27%	76
2020 Q4	$1.23M	Sell	57,546 -783	-1%	-$15.9K	0.16%	108
2020 Q3	$1.07M	Sell	58,329 -37,143	-39%	-$683K	0.3%	51
2020 Q2	$1.65M	Sell	95,472 -3,108	-3%	-$52.5K	0.48%	37
2020 Q1	$1.48M	Sell	98,580 -17,886	-15%	-$321K	0.55%	34
2019 Q4	$2.25M	Buy	116,466 +8,925	+8%	+$167K	0.72%	36
2019 Q3	$1.96M	Buy	107,541 +28,413	+36%	+$509K	0.68%	37
2019 Q2	$1.4M	Buy	79,128 +19,728	+33%	+$347K	0.72%	37
2019 Q1	$1.03M	Buy	59,400 +37,260	+168%	+$627K	0.59%	40
2018 Q4	$347K	Buy	+22,140	New	+$369K	0.29%	79

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

Principle Wealth Partners's SCHD Position: Q2 2026 in Review

Principle Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.5% in Q2 2026, selling an estimated $1.12M and leaving 609,404 shares worth $19.3M. The position accounts for 0.95% of the portfolio, ranked #20.

Principle Wealth Partners first reported a position in SCHD in Q4 2018 and has held it in 31 quarters since. The position peaked at $47.8M in Q4 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Principle Wealth Partners held 609,404 shares of Schwab US Dividend Equity ETF worth $19.3M as of Q2 2026.
Principle Wealth Partners sold 35,397 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.12M.
Schwab US Dividend Equity ETF made up 0.95% of Principle Wealth Partners's portfolio in Q2 2026, its #20 holding.
Principle Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 31 quarters since.
Principle Wealth Partners's Schwab US Dividend Equity ETF position peaked at $47.8M in Q4 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.