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Samalin Investment Counsel’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Samalin Investment Counsel’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 		$3.57M Buy
112,607
+47,802
+74% +$1.52M 1.12% 18
2026
Q1 		$1.99M Buy
64,805
+54,607
+535% +$1.66M 0.71% 33
2025
Q4 		$280K Buy
10,198
+99
+1% +$2.69K 0.1% 246
2025
Q3 		$276K Sell
10,099
-92
-0.9% -$2.51K 0.09% 261
2025
Q2 		$270K Buy
10,191
+97
+1% +$2.53K 0.1% 263
2025
Q1 		$282K Buy
10,094
+87
+0.9% +$2.42K 0.11% 254
2024
Q4 		$273K Buy
10,007
+89
+0.9% +$2.53K 0.12% 232
2024
Q3 		$279K Buy
9,918
+486
+5% +$13.2K 0.12% 233
2024
Q2 		$245K Sell
9,432
-3
-0% -$78 0.11% 244
2024
Q1 		$254K Buy
9,435
+72
+0.8% +$1.86K 0.12% 233
2023
Q4 		$238K Sell
9,363
-480
-5% -$11.4K 0.12% 235
2023
Q3 		$232K Buy
9,843
+1,560
+19% +$38.3K 0.13% 218
2023
Q2 		$200K Buy
+8,283
New +$198K 0.11% 248

Other funds holding SCHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Samalin Investment Counsel's SCHD Position: Q2 2026 in Review

Samalin Investment Counsel increased its Schwab US Dividend Equity ETF (SCHD) stake by 74% in Q2 2026, buying an estimated $1.52M and bringing the position to 112,607 shares worth $3.57M. The position accounts for 1.12% of the portfolio, ranked #18.

Samalin Investment Counsel first reported a position in SCHD in Q2 2023 and has held it in 13 quarters since. 1,003 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Samalin Investment Counsel held 112,607 shares of Schwab US Dividend Equity ETF worth $3.57M as of Q2 2026.
  • Samalin Investment Counsel bought 47,802 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.52M.
  • Schwab US Dividend Equity ETF made up 1.12% of Samalin Investment Counsel's portfolio in Q2 2026, its #18 holding.
  • Samalin Investment Counsel first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.