Rowlandmiller & Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Rowlandmiller & Partners’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	$435K	Buy	13,716 +16	+0.1%	+$508	0.08%	112
2026 Q1	$420K	Buy	13,700 +3,037	+28%	+$92.1K	0.09%	110
2025 Q4	$293K	Buy	+10,663	New	+$290K	0.06%	138
2023 Q1	–	Sell	-28,236	Closed	-$710K	–	181
2022 Q4	$710K	Buy	28,236 +2,049	+8%	+$50.6K	0.18%	86
2022 Q3	$580K	Hold	26,187	–	–	0.16%	89
2022 Q2	$625K	Hold	26,187	–	–	0.16%	91
2022 Q1	$689K	Buy	26,187 +1,500	+6%	+$39.3K	0.16%	90
2021 Q4	$665K	Buy	+24,687	New	+$641K	0.15%	93
2021 Q3	–	Sell	-24,660	Closed	-$622K	–	180
2021 Q2	$622K	Buy	24,660 +3,900	+19%	+$98.5K	0.15%	91
2021 Q1	$505K	Hold	20,760	–	–	0.13%	97
2020 Q4	$444K	Buy	+20,760	New	+$421K	0.13%	97
2020 Q1	–	Sell	-11,475	Closed	-$222K	–	157
2019 Q4	$222K	Buy	+11,475	New	+$215K	0.07%	116

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

Rowlandmiller & Partners's SCHD Position: Q2 2026 in Review

Rowlandmiller & Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.12% in Q2 2026, buying an estimated $508 and bringing the position to 13,716 shares worth $435K. The position accounts for 0.08% of the portfolio, ranked #112.

Rowlandmiller & Partners first reported a position in SCHD in Q4 2019 and has held it in 12 quarters since. The position peaked at $710K in Q4 2022. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Rowlandmiller & Partners held 13,716 shares of Schwab US Dividend Equity ETF worth $435K as of Q2 2026.
Rowlandmiller & Partners bought 16 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $508.
Schwab US Dividend Equity ETF made up 0.08% of Rowlandmiller & Partners's portfolio in Q2 2026, its #112 holding.
Rowlandmiller & Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 12 quarters since.
Rowlandmiller & Partners's Schwab US Dividend Equity ETF position peaked at $710K in Q4 2022.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.