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

Robertson Stephens 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 		$9.84M Buy
310,258
+56,959
+22% +$1.81M 0.24% 76
2026
Q1 		$7.77M Buy
253,299
+88,525
+54% +$2.69M 0.22% 92
2025
Q4 		$4.52M Sell
164,774
-3,749
-2% -$102K 0.12% 127
2025
Q3 		$4.6M Buy
168,523
+9,496
+6% +$259K 0.14% 109
2025
Q2 		$4.21M Buy
159,027
+6,920
+5% +$181K 0.13% 120
2025
Q1 		$4.25M Buy
152,107
+9,263
+6% +$258K 0.15% 118
2024
Q4 		$3.9M Buy
142,844
+13,199
+10% +$375K 0.14% 137
2024
Q3 		$3.65M Buy
129,645
+3,180
+3% +$86.6K 0.13% 142
2024
Q2 		$3.31M Buy
126,465
+117,372
+1,291% +$3.06M 0.17% 109
2024
Q1 		$244K Buy
+9,093
New +$235K 0.01% 456

Other funds holding SCHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Robertson Stephens Wealth Management's SCHD Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 22% in Q2 2026, buying an estimated $1.81M and bringing the position to 310,258 shares worth $9.84M. The position accounts for 0.24% of the portfolio, ranked #76.

Robertson Stephens Wealth Management first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Robertson Stephens Wealth Management held 310,258 shares of Schwab US Dividend Equity ETF worth $9.84M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 56,959 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.81M.
  • Schwab US Dividend Equity ETF made up 0.24% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Robertson Stephens Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.