Sacks & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sacks & Associates’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	$392K	Buy	11,669 +8	+0.1%	+$254	0.26%	64
2026 Q1	$358K	Buy	11,661 +9	+0.1%	+$273	0.27%	61
2025 Q4	$320K	Buy	+11,652	New	+$317K	0.23%	63

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

Sacks & Associates's SCHD Position: Q2 2026 in Review

Sacks & Associates increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.07% in Q2 2026, buying an estimated $254 and bringing the position to 11,669 shares worth $392K. The position accounts for 0.26% of the portfolio, ranked #64.

Sacks & Associates first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 2,119 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sacks & Associates held 11,669 shares of Schwab US Dividend Equity ETF worth $392K as of Q2 2026.
Sacks & Associates bought 8 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $254.
Schwab US Dividend Equity ETF made up 0.26% of Sacks & Associates's portfolio in Q2 2026, its #64 holding.
Sacks & Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
2,119 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.