Safe Harbor Fiduciary’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Safe Harbor Fiduciary’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	$506K	Buy	15,946 +787	+5%	+$25K	0.39%	45
2026 Q1	$465K	Buy	15,159 +12,678	+511%	+$385K	0.44%	43
2025 Q4	$68.1K	Buy	+2,481	New	+$67.5K	0.06%	87
2025 Q2	$705K	Buy	26,593 +26,557	+73,769%	+$694K	0.66%	35
2025 Q1	$1.01K	Hold	36	–	–	﹤0.01%	195
2024 Q4	$984	Sell	36 -21	-37%	-$597	﹤0.01%	167
2024 Q3	$1.61K	Buy	+57	New	+$1.55K	﹤0.01%	174

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

Safe Harbor Fiduciary's SCHD Position: Q2 2026 in Review

Safe Harbor Fiduciary increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.2% in Q2 2026, buying an estimated $25K and bringing the position to 15,946 shares worth $506K. The position accounts for 0.39% of the portfolio, ranked #45.

Safe Harbor Fiduciary first reported a position in SCHD in Q3 2024 and has held it in 7 quarters since. The position peaked at $705K in Q2 2025. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Safe Harbor Fiduciary held 15,946 shares of Schwab US Dividend Equity ETF worth $506K as of Q2 2026.
Safe Harbor Fiduciary bought 787 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $25K.
Schwab US Dividend Equity ETF made up 0.39% of Safe Harbor Fiduciary's portfolio in Q2 2026, its #45 holding.
Safe Harbor Fiduciary first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 7 quarters since.
Safe Harbor Fiduciary's Schwab US Dividend Equity ETF position peaked at $705K in Q2 2025.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2026, filed 14 Aug 2026.