SMH
SCHD icon

Sanders Morris Harris’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sanders Morris Harris’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 		– Sell
-64,205
Closed -$1.97M – 246
2026
Q1 		$1.97M Buy
+64,205
New +$1.95M 0.31% 70

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 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
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Sanders Morris Harris's SCHD Position: Q2 2026 in Review

Sanders Morris Harris sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 64,205 shares — an estimated $1.97M sold.

Sanders Morris Harris first reported a position in SCHD in Q1 2026 and held it in 1 quarter. The position peaked at $1.97M in Q1 2026. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Sanders Morris Harris reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 64,205 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.97M.
  • Sanders Morris Harris first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and held it in 1 quarter.
  • Sanders Morris Harris's Schwab US Dividend Equity ETF position peaked at $1.97M in Q1 2026.
  • 411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.