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

Robinswood 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	$86.7K	Buy	2,735 +916	+50%	+$29.1K	0.02%	117
2026 Q1	$55.8K	Hold	1,819	–	–	0.02%	131
2025 Q4	$49.9K	Sell	1,819 -455	-20%	-$12.4K	0.02%	145
2025 Q3	$62.1K	Buy	2,274 +22	+1%	+$600	0.02%	125
2025 Q2	$59.7K	Buy	2,252 +22	+1%	+$575	0.02%	129
2025 Q1	$62.4K	Hold	2,230	–	–	0.02%	118
2024 Q4	$60.9K	Buy	2,230 +1	+0%	+$28	0.02%	112
2024 Q3	$62.9K	Sell	2,229 -1,296	-37%	-$35.3K	0.02%	114
2024 Q2	$91.4K	Buy	+3,525	New	+$91.8K	0.04%	99

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 22.9% 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

Robinswood Financial's SCHD Position: Q2 2026 in Review

Robinswood Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 50% in Q2 2026, buying an estimated $29.1K and bringing the position to 2,735 shares worth $86.7K. The position accounts for 0.02% of the portfolio, ranked #117.

Robinswood Financial first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. The position peaked at $91.4K in Q2 2024. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Robinswood Financial held 2,735 shares of Schwab US Dividend Equity ETF worth $86.7K as of Q2 2026.
Robinswood Financial bought 916 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $29.1K.
Schwab US Dividend Equity ETF made up 0.02% of Robinswood Financial's portfolio in Q2 2026, its #117 holding.
Robinswood Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
Robinswood Financial's Schwab US Dividend Equity ETF position peaked at $91.4K in Q2 2024.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.