Santori & Peters Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Santori & Peters Inc’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	$277K	Buy	+8,735	New	+$277K	0.08%	72

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

Santori & Peters Inc's SCHD Position: Q2 2026 in Review

Santori & Peters Inc opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 8,735 shares worth $277K. The stake represents 0.08% of the portfolio and ranks #72 among its holdings.

2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Santori & Peters Inc held 8,735 shares of Schwab US Dividend Equity ETF worth $277K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Santori & Peters Inc position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.08% of Santori & Peters Inc's portfolio in Q2 2026, its #72 holding.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Santori & Peters Inc's 13F filing for Q2 2026, filed 24 Jul 2026.