Quantinno Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quantinno Capital Management’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	$13.2M	Buy	416,241 +157,539	+61%	+$5M	0.02%	874
2026 Q1	$7.94M	Buy	258,702 +73,222	+39%	+$2.22M	0.01%	959
2025 Q4	$5.09M	Buy	185,480 +16,393	+10%	+$446K	0.01%	1029
2025 Q3	$4.62M	Sell	169,087 -124,756	-42%	-$3.4M	0.01%	939
2025 Q2	$7.79M	Buy	293,843 +58,590	+25%	+$1.53M	0.03%	638
2025 Q1	$6.58M	Buy	235,253 +189,041	+409%	+$5.27M	0.04%	532
2024 Q4	$1.26M	Buy	46,212 +22,998	+99%	+$654K	0.01%	999
2024 Q3	$654K	Buy	23,214 +10,794	+87%	+$294K	0.01%	1057
2024 Q2	$322K	Sell	12,420 -5,073	-29%	-$132K	0.01%	1134
2024 Q1	$470K	Buy	17,493 +5,664	+48%	+$146K	0.01%	966
2023 Q4	$300K	Buy	11,829 +2,307	+24%	+$55K	0.01%	957
2023 Q3	$225K	Hold	9,522	–	–	0.01%	952
2023 Q2	$230K	Hold	9,522	–	–	0.01%	839
2023 Q1	$232K	Hold	9,522	–	–	0.02%	785
2022 Q4	$240K	Buy	+9,522	New	+$235K	0.02%	741

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

Quantinno Capital Management's SCHD Position: Q2 2026 in Review

Quantinno Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 61% in Q2 2026, buying an estimated $5M and bringing the position to 416,241 shares worth $13.2M. The position accounts for 0.02% of the portfolio, ranked #874.

Quantinno Capital Management first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Quantinno Capital Management held 416,241 shares of Schwab US Dividend Equity ETF worth $13.2M as of Q2 2026.
Quantinno Capital Management bought 157,539 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5M.
Schwab US Dividend Equity ETF made up 0.02% of Quantinno Capital Management's portfolio in Q2 2026, its #874 holding.
Quantinno Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.