Rice Partnership’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Rice Partnership’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	$164K	Hold	5,160	–	–	0.02%	124
2026 Q1	$158K	Hold	5,160	–	–	0.02%	119
2025 Q4	$142K	Sell	5,160 -10,329	-67%	-$281K	0.02%	122
2025 Q3	$423K	Buy	15,489 +5,160	+50%	+$141K	0.06%	82
2025 Q2	$274K	Sell	10,329 -777	-7%	-$20.3K	0.05%	100
2025 Q1	$311K	Sell	11,106 -1,073	-9%	-$29.9K	0.06%	86
2024 Q4	$333K	Sell	12,179 -2,206	-15%	-$62.7K	0.06%	84
2024 Q3	$405K	Sell	14,385 -1,830	-11%	-$49.9K	0.08%	74
2024 Q2	$420K	Buy	+16,215	New	+$422K	0.09%	69
2024 Q1	–	Sell	-12,666	Closed	-$321K	–	166
2023 Q4	$321K	Sell	12,666 -63	-0.5%	-$1.5K	0.08%	78
2023 Q3	$300K	Sell	12,729 -1,053	-8%	-$25.8K	0.09%	82
2023 Q2	$334K	Buy	13,782 +1,053	+8%	+$25.2K	0.09%	85
2023 Q1	$310K	Buy	+12,729	New	+$318K	0.09%	79
2022 Q4	–	Sell	-3,576	Closed	-$79K	–	121
2022 Q3	$79K	Hold	3,576	–	–	0.03%	97
2022 Q2	$85K	Buy	+3,576	New	+$91K	0.03%	93
2022 Q1	–	Sell	-3,576	Closed	-$96K	–	149
2021 Q4	$96K	Hold	3,576	–	–	0.03%	104
2021 Q3	$88K	Buy	3,576 +2,250	+170%	+$57.2K	0.03%	100
2021 Q2	$33K	Buy	+1,326	New	+$33.5K	0.01%	112

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

Rice Partnership's SCHD Position: Q2 2026 in Review

Rice Partnership held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 5,160 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #124.

Rice Partnership first reported a position in SCHD in Q2 2021 and has held it in 18 quarters since. The position peaked at $423K in Q3 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Rice Partnership held 5,160 shares of Schwab US Dividend Equity ETF worth $164K as of Q2 2026.
Rice Partnership left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.02% of Rice Partnership's portfolio in Q2 2026, its #124 holding.
Rice Partnership first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 18 quarters since.
Rice Partnership's Schwab US Dividend Equity ETF position peaked at $423K in Q3 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.