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Rothschild Investment LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Rothschild Investment LLC’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 		$1.71M Buy
53,770
+2,598
+5% +$82.4K 0.06% 278
2026
Q1 		$1.57M Buy
51,172
+13,023
+34% +$395K 0.08% 195
2025
Q4 		$1.05M Buy
38,149
+6,860
+22% +$187K 0.06% 246
2025
Q3 		$854K Buy
31,289
+5,478
+21% +$149K 0.05% 256
2025
Q2 		$684K Sell
25,811
-72
-0.3% -$1.88K 0.04% 277
2025
Q1 		$724K Buy
25,883
+7
+0% +$195 0.05% 273
2024
Q4 		$707K Buy
25,876
+589
+2% +$16.7K 0.05% 288
2024
Q3 		$712K Buy
25,287
+588
+2% +$16K 0.05% 288
2024
Q2 		$640K Buy
24,699
+822
+3% +$21.4K 0.04% 294
2024
Q1 		$642K Buy
23,877
+210
+0.9% +$5.42K 0.05% 289
2023
Q4 		$601K Buy
23,667
+4,500
+23% +$107K 0.05% 259
2023
Q3 		$452K Sell
19,167
-12,981
-40% -$319K 0.04% 310
2023
Q2 		$778K Buy
32,148
+150
+0.5% +$3.58K 0.06% 247
2023
Q1 		$780K Buy
31,998
+17,811
+126% +$445K 0.07% 244
2022
Q4 		$357K Hold
14,187
– – 0.03% 342
2022
Q3 		$314K Buy
14,187
+3,405
+32% +$82.7K 0.03% 348
2022
Q2 		$257K Buy
+10,782
New +$274K 0.02% 395

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
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

Rothschild Investment LLC's SCHD Position: Q2 2026 in Review

Rothschild Investment LLC increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.1% in Q2 2026, buying an estimated $82.4K and bringing the position to 53,770 shares worth $1.71M. The position accounts for 0.06% of the portfolio, ranked #278.

Rothschild Investment LLC first reported a position in SCHD in Q2 2022 and has held it in 17 quarters since. 2,146 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Rothschild Investment LLC held 53,770 shares of Schwab US Dividend Equity ETF worth $1.71M as of Q2 2026.
  • Rothschild Investment LLC bought 2,598 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $82.4K.
  • Schwab US Dividend Equity ETF made up 0.06% of Rothschild Investment LLC's portfolio in Q2 2026, its #278 holding.
  • Rothschild Investment LLC first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,146 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.