Russell Investments Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Russell Investments Group’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	$917K	Buy	28,904 +5,369	+23%	+$170K	﹤0.01%	2500
2026 Q1	$722K	Sell	23,535 -4,339	-16%	-$132K	﹤0.01%	2367
2025 Q4	$765K	Buy	27,874 +4,108	+17%	+$112K	﹤0.01%	2337
2025 Q3	$649K	Sell	23,766 -3,342	-12%	-$91.2K	﹤0.01%	2370
2025 Q2	$718K	Sell	27,108 -6,166	-19%	-$161K	﹤0.01%	2208
2025 Q1	$930K	Buy	33,274 +10,542	+46%	+$294K	﹤0.01%	2062
2024 Q4	$621K	Buy	22,732 +4,216	+23%	+$120K	﹤0.01%	2198
2024 Q3	$522K	Buy	18,516 +8,859	+92%	+$241K	﹤0.01%	2265
2024 Q2	$250K	Buy	9,657 +7,164	+287%	+$186K	﹤0.01%	2417
2024 Q1	$67K	Buy	+2,493	New	+$64.4K	﹤0.01%	2623

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Russell Investments Group's SCHD Position: Q2 2026 in Review

Russell Investments Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 23% in Q2 2026, buying an estimated $170K and bringing the position to 28,904 shares worth $917K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Russell Investments Group first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. The position peaked at $930K in Q1 2025. 1,887 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Russell Investments Group held 28,904 shares of Schwab US Dividend Equity ETF worth $917K as of Q2 2026.
Russell Investments Group bought 5,369 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $170K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #2500 holding.
Russell Investments Group first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
Russell Investments Group's Schwab US Dividend Equity ETF position peaked at $930K in Q1 2025.
1,887 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.