Roehl & Yi Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Roehl & Yi Investment Advisors’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	$3.24M	Buy	135,177 +2,906	+2%	+$92.2K	1.07%	26
2026 Q1	$3.04M	Buy	132,271 +3,434	+3%	+$104K	1.14%	24
2025 Q4	$2.63M	Buy	128,837 +2,104	+2%	+$57.2K	1.04%	22
2025 Q3	$2.56M	Buy	126,733 +36,394	+40%	+$993K	1.11%	19
2025 Q2	$2.32M	Buy	90,339 +16,320	+22%	+$426K	1.19%	15
2025 Q1	$1.99M	Buy	74,019 +32,296	+77%	+$900K	1.08%	17
2024 Q4	$1.14M	Buy	+41,723	New	+$1.19M	0.63%	31

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

Roehl & Yi Investment Advisors's SCHD Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.2% in Q2 2026, buying an estimated $92.2K and bringing the position to 135,177 shares worth $3.24M. The position accounts for 1.07% of the portfolio, ranked #26.

Roehl & Yi Investment Advisors first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Roehl & Yi Investment Advisors held 135,177 shares of Schwab US Dividend Equity ETF worth $3.24M as of Q2 2026.
Roehl & Yi Investment Advisors bought 2,906 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $92.2K.
Schwab US Dividend Equity ETF made up 1.07% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #26 holding.
Roehl & Yi Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.