Raab & Moskowitz Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Raab & Moskowitz Asset 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	$6.29M	Buy	198,228 +51,413	+35%	+$1.63M	1.26%	23
2026 Q1	$4.5M	Buy	146,815 +45,837	+45%	+$1.39M	1%	27
2025 Q4	$2.77M	Buy	100,978 +10,693	+12%	+$291K	0.61%	39
2025 Q3	$2.46M	Buy	90,285 +20,126	+29%	+$549K	0.55%	46
2025 Q2	$1.86M	Buy	70,159 +2,491	+4%	+$65.1K	0.44%	64
2025 Q1	$1.89M	Buy	67,668 +809	+1%	+$22.6K	0.48%	60
2024 Q4	$1.83M	Sell	66,859 -2,531	-4%	-$72K	0.45%	62
2024 Q3	$1.96M	Buy	69,390 +345	+0.5%	+$9.4K	0.5%	58
2024 Q2	$1.79M	Buy	69,045 +17,112	+33%	+$445K	0.49%	56
2024 Q1	$1.4M	Buy	51,933 +23,655	+84%	+$611K	0.39%	70
2023 Q4	$718K	Buy	28,278 +11,097	+65%	+$264K	0.23%	92
2023 Q3	$405K	Buy	17,181 +6,252	+57%	+$153K	0.14%	122
2023 Q2	$265K	Buy	+10,929	New	+$261K	0.09%	146

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

Raab & Moskowitz Asset Management's SCHD Position: Q2 2026 in Review

Raab & Moskowitz Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 35% in Q2 2026, buying an estimated $1.63M and bringing the position to 198,228 shares worth $6.29M. The position accounts for 1.26% of the portfolio, ranked #23.

Raab & Moskowitz Asset Management first reported a position in SCHD in Q2 2023 and has held it in 13 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Raab & Moskowitz Asset Management held 198,228 shares of Schwab US Dividend Equity ETF worth $6.29M as of Q2 2026.
Raab & Moskowitz Asset Management bought 51,413 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.63M.
Schwab US Dividend Equity ETF made up 1.26% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #23 holding.
Raab & Moskowitz Asset Management first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 13 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.