Rather & Kittrell’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Rather & Kittrell’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	$789K	Sell	24,872 -13,489	-35%	-$428K	0.11%	64
2026 Q1	$1.18M	Hold	38,361	–	–	0.18%	46
2025 Q4	$1.05M	Hold	38,361	–	–	0.17%	51
2025 Q3	$1.05M	Hold	38,361	–	–	0.18%	47
2025 Q2	$1.02M	Hold	38,361	–	–	0.2%	45
2025 Q1	$1.07M	Hold	38,361	–	–	0.23%	38
2024 Q4	$1.05M	Hold	38,361	–	–	0.25%	37
2024 Q3	$1.08M	Hold	38,361	–	–	0.26%	36
2024 Q2	$994K	Hold	38,361	–	–	0.27%	39
2024 Q1	$1.03M	Buy	+38,361	New	+$991K	0.31%	39

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

Rather & Kittrell's SCHD Position: Q2 2026 in Review

Rather & Kittrell reduced its Schwab US Dividend Equity ETF (SCHD) stake by 35% in Q2 2026, selling an estimated $428K and leaving 24,872 shares worth $789K. The position accounts for 0.11% of the portfolio, ranked #64.

Rather & Kittrell first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.18M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Rather & Kittrell held 24,872 shares of Schwab US Dividend Equity ETF worth $789K as of Q2 2026.
Rather & Kittrell sold 13,489 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $428K.
Schwab US Dividend Equity ETF made up 0.11% of Rather & Kittrell's portfolio in Q2 2026, its #64 holding.
Rather & Kittrell first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
Rather & Kittrell's Schwab US Dividend Equity ETF position peaked at $1.18M in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.