Salomon & Ludwin’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Salomon & Ludwin’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	$646K	Sell	20,282 -1,034	-5%	-$32.8K	0.05%	106
2026 Q1	$651K	Sell	21,316 -14	-0.1%	-$425	0.06%	103
2025 Q4	$595K	Sell	21,330 -23	-0.1%	-$625	0.05%	105
2025 Q3	$585K	Sell	21,353 -21	-0.1%	-$573	0.05%	106
2025 Q2	$584K	Sell	21,374 -1,095	-5%	-$28.6K	0.06%	99
2025 Q1	$628K	Sell	22,469 -169	-0.7%	-$4.71K	0.07%	94
2024 Q4	$618K	Sell	22,638 -174	-0.8%	-$4.95K	0.07%	92
2024 Q3	$643K	Hold	22,812	–	–	0.07%	97
2024 Q2	$591K	Hold	22,812	–	–	0.07%	101
2024 Q1	$613K	Buy	22,812 +2,190	+11%	+$56.6K	0.05%	112
2023 Q4	$486K	Hold	20,622	–	–	0.05%	117
2023 Q3	$486K	Hold	20,622	–	–	0.05%	117
2023 Q2	$499K	Hold	20,622	–	–	0.05%	111
2023 Q1	$503K	Hold	20,622	–	–	0.06%	108
2022 Q4	$519K	Hold	20,622	–	–	0.07%	107
2022 Q3	$457K	Hold	20,622	–	–	0.07%	97
2022 Q2	$492K	Hold	20,622	–	–	0.08%	76
2022 Q1	$542K	Sell	20,622 -639	-3%	-$16.7K	0.08%	62
2021 Q4	$573K	Hold	21,261	–	–	0.08%	55
2021 Q3	$526K	Hold	21,261	–	–	0.08%	56
2021 Q2	$536K	Buy	21,261 +2,679	+14%	+$67.6K	0.08%	51
2021 Q1	$452K	Hold	18,582	–	–	0.08%	49
2020 Q4	$397K	Hold	18,582	–	–	0.07%	48
2020 Q3	$343K	Hold	18,582	–	–	0.07%	49
2020 Q2	$321K	Hold	18,582	–	–	0.07%	48
2020 Q1	$279K	Hold	18,582	–	–	0.07%	43
2019 Q4	$359K	Hold	18,582	–	–	0.07%	37
2019 Q3	$339K	Hold	18,582	–	–	0.07%	37
2019 Q2	$329K	Hold	18,582	–	–	0.07%	35
2019 Q1	$324K	Hold	18,582	–	–	0.07%	34
2018 Q4	$291K	Buy	+18,582	New	+$310K	0.07%	29

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

Salomon & Ludwin's SCHD Position: Q2 2026 in Review

Salomon & Ludwin reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.9% in Q2 2026, selling an estimated $32.8K and leaving 20,282 shares worth $646K. The position accounts for 0.05% of the portfolio, ranked #106.

Salomon & Ludwin first reported a position in SCHD in Q4 2018 and has held it in 31 quarters since. The position peaked at $651K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Salomon & Ludwin held 20,282 shares of Schwab US Dividend Equity ETF worth $646K as of Q2 2026.
Salomon & Ludwin sold 1,034 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $32.8K.
Schwab US Dividend Equity ETF made up 0.05% of Salomon & Ludwin's portfolio in Q2 2026, its #106 holding.
Salomon & Ludwin first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 31 quarters since.
Salomon & Ludwin's Schwab US Dividend Equity ETF position peaked at $651K in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.