RHS Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

RHS Financial’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	$1.17M	Sell	36,758 -4,250	-10%	-$135K	0.47%	53
2026 Q1	$1.26M	Sell	41,008 -444	-1%	-$13.5K	0.6%	44
2025 Q4	$1.14M	Sell	41,452 -2,707	-6%	-$73.6K	0.56%	46
2025 Q3	$1.21M	Sell	44,159 -1,809	-4%	-$49.4K	0.63%	43
2025 Q2	$1.22M	Sell	45,968 -4,131	-8%	-$108K	0.69%	42
2025 Q1	$1.4M	Sell	50,099 -8,838	-15%	-$246K	0.79%	39
2024 Q4	$1.61M	Sell	58,937 -2,740	-4%	-$77.9K	0.83%	39
2024 Q3	$1.74M	Buy	61,677 +20,625	+50%	+$562K	0.87%	34
2024 Q2	$1.06M	Sell	41,052 -34,932	-46%	-$909K	0.65%	41
2024 Q1	$2.04M	Sell	75,984 -69	-0.1%	-$1.78K	1.19%	24
2023 Q4	$1.93M	Buy	76,053 +5,541	+8%	+$132K	1.22%	21
2023 Q3	$1.66M	Sell	70,512 -2,553	-3%	-$62.6K	1.16%	23
2023 Q2	$1.77M	Sell	73,065 -50,397	-41%	-$1.2M	1.3%	21
2023 Q1	$3.01M	Buy	123,462 +18,318	+17%	+$458K	2.29%	13
2022 Q4	$2.65M	Buy	105,144 +84,078	+399%	+$2.08M	2.11%	15
2022 Q3	$466K	Buy	21,066 +8,466	+67%	+$206K	0.41%	50
2022 Q2	$301K	Sell	12,600 -32,730	-72%	-$833K	0.25%	66
2022 Q1	$1.19M	Sell	45,330 -25,872	-36%	-$677K	0.88%	36
2021 Q4	$1.92M	Sell	71,202 -26,088	-27%	-$678K	1.33%	25
2021 Q3	$2.41M	Sell	97,290 -16,866	-15%	-$429K	1.76%	18
2021 Q2	$2.88M	Buy	114,156 +24,900	+28%	+$629K	2.15%	17
2021 Q1	$2.17M	Buy	89,256 +49,059	+122%	+$1.12M	1.81%	19
2020 Q4	$859K	Buy	40,197 +2,313	+6%	+$46.9K	0.74%	38
2020 Q3	$698K	Buy	+37,884	New	+$697K	0.7%	41

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

RHS Financial's SCHD Position: Q2 2026 in Review

RHS Financial reduced its Schwab US Dividend Equity ETF (SCHD) stake by 10% in Q2 2026, selling an estimated $135K and leaving 36,758 shares worth $1.17M. The position accounts for 0.47% of the portfolio, ranked #53.

RHS Financial first reported a position in SCHD in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.01M in Q1 2023. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

RHS Financial held 36,758 shares of Schwab US Dividend Equity ETF worth $1.17M as of Q2 2026.
RHS Financial sold 4,250 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $135K.
Schwab US Dividend Equity ETF made up 0.47% of RHS Financial's portfolio in Q2 2026, its #53 holding.
RHS Financial first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 24 quarters since.
RHS Financial's Schwab US Dividend Equity ETF position peaked at $3.01M in Q1 2023.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.