Relyea Zuckerberg Hanson’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Relyea Zuckerberg Hanson’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	–	Sell	-7,130	Closed	-$219K	–	311
2026 Q1	$219K	Buy	+7,130	New	+$216K	0.02%	258
2025 Q2	–	Sell	-12,180	Closed	-$341K	–	269
2025 Q1	$341K	Hold	12,180	–	–	0.05%	192
2024 Q4	$333K	Hold	12,180	–	–	0.04%	191
2024 Q3	$343K	Sell	12,180 -4,530	-27%	-$123K	0.05%	182
2024 Q2	$433K	Sell	16,710 -1,440	-8%	-$37.5K	0.07%	138
2024 Q1	$488K	Buy	18,150 +1,200	+7%	+$31K	0.09%	126
2023 Q4	$430K	Buy	16,950 +729	+4%	+$17.4K	0.08%	126
2023 Q3	$383K	Buy	16,221 +2,964	+22%	+$72.7K	0.09%	124
2023 Q2	$321K	Sell	13,257 -10,083	-43%	-$241K	0.07%	143
2023 Q1	$569K	Buy	23,340 +1,674	+8%	+$41.9K	0.14%	93
2022 Q4	$546K	Buy	21,666 +12,114	+127%	+$299K	0.16%	91
2022 Q3	$212K	Sell	9,552 -1,950	-17%	-$47.4K	0.08%	133
2022 Q2	$275K	Sell	11,502 -288	-2%	-$7.33K	0.1%	120
2022 Q1	$311K	Hold	11,790	–	–	0.1%	125
2021 Q4	$305K	Buy	11,790 +288	+3%	+$7.48K	0.11%	124
2021 Q3	$285K	Hold	11,502	–	–	0.11%	123
2021 Q2	$290K	Hold	11,502	–	–	0.12%	103
2021 Q1	$287K	Sell	11,502 -2,400	-17%	-$54.6K	0.13%	101
2020 Q4	$297K	Buy	+13,902	New	+$282K	0.16%	94

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

Relyea Zuckerberg Hanson's SCHD Position: Q2 2026 in Review

Relyea Zuckerberg Hanson sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 7,130 shares — an estimated $219K sold.

Relyea Zuckerberg Hanson first reported a position in SCHD in Q4 2020 and held it in 19 quarters. The position peaked at $569K in Q1 2023. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Relyea Zuckerberg Hanson reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Relyea Zuckerberg Hanson sold 7,130 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $219K.
Relyea Zuckerberg Hanson first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and held it in 19 quarters.
Relyea Zuckerberg Hanson's Schwab US Dividend Equity ETF position peaked at $569K in Q1 2023.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.