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

Rossby 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	$530K	Buy	16,705 +7,103	+74%	+$225K	0.1%	192
2026 Q1	$293K	Buy	9,602 +5,153	+116%	+$156K	0.06%	286
2025 Q4	$122K	Hold	4,449	–	–	0.04%	367
2025 Q3	$122K	Buy	4,449 +27	+0.6%	+$737	0.04%	362
2025 Q2	$117K	Buy	4,422 +27	+0.6%	+$705	0.04%	340
2025 Q1	$113K	Buy	+4,395	New	+$123K	0.05%	319

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

Rossby Financial's SCHD Position: Q2 2026 in Review

Rossby Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 74% in Q2 2026, buying an estimated $225K and bringing the position to 16,705 shares worth $530K. The position accounts for 0.1% of the portfolio, ranked #192.

Rossby Financial first reported a position in SCHD in Q1 2025 and has held it in 6 quarters since. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Rossby Financial held 16,705 shares of Schwab US Dividend Equity ETF worth $530K as of Q2 2026.
Rossby Financial bought 7,103 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $225K.
Schwab US Dividend Equity ETF made up 0.1% of Rossby Financial's portfolio in Q2 2026, its #192 holding.
Rossby Financial first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 6 quarters since.
2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.