Sanctuary Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sanctuary Advisors’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	$31.3M	Buy	986,443 +75,000	+8%	+$2.38M	0.14%	148
2026 Q1	$28M	Buy	911,443 +414,039	+83%	+$12.6M	0.15%	147
2025 Q4	$13.6M	Buy	497,404 +20,465	+4%	+$556K	0.07%	272
2025 Q3	$13M	Sell	476,939 -326,446	-41%	-$8.91M	0.07%	274
2025 Q2	$21.3M	Sell	803,385 -270	-0%	-$7.05K	0.13%	167
2025 Q1	$22.5M	Sell	803,655 -121,147	-13%	-$3.38M	0.16%	142
2024 Q4	$25.9M	Sell	924,802 -1,812,965	-66%	-$51.5M	0.16%	129
2024 Q3	$26.8M	Buy	2,737,767 +1,851,924	+209%	+$50.5M	0.17%	124
2024 Q2	$22.9M	Buy	+885,843	New	+$23.1M	0.17%	129

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

Sanctuary Advisors's SCHD Position: Q2 2026 in Review

Sanctuary Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.2% in Q2 2026, buying an estimated $2.38M and bringing the position to 986,443 shares worth $31.3M. The position accounts for 0.14% of the portfolio, ranked #148.

Sanctuary Advisors first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sanctuary Advisors held 986,443 shares of Schwab US Dividend Equity ETF worth $31.3M as of Q2 2026.
Sanctuary Advisors bought 75,000 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.38M.
Schwab US Dividend Equity ETF made up 0.14% of Sanctuary Advisors's portfolio in Q2 2026, its #148 holding.
Sanctuary Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.