Ritholtz Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ritholtz Wealth 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	$1.16M	Buy	36,636 +18,215	+99%	+$578K	0.02%	576
2026 Q1	$565K	Buy	18,421 +9,120	+98%	+$277K	0.01%	745
2025 Q4	$255K	Buy	9,301 +1,546	+20%	+$42K	﹤0.01%	972
2025 Q3	$212K	Buy	+7,755	New	+$212K	﹤0.01%	958

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

Ritholtz Wealth Management's SCHD Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 99% in Q2 2026, buying an estimated $578K and bringing the position to 36,636 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #576.

Ritholtz Wealth Management first reported a position in SCHD in Q3 2025 and has held it in 4 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Ritholtz Wealth Management held 36,636 shares of Schwab US Dividend Equity ETF worth $1.16M as of Q2 2026.
Ritholtz Wealth Management bought 18,215 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $578K.
Schwab US Dividend Equity ETF made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #576 holding.
Ritholtz Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 4 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.