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Savant Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Savant Capital’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 		$33.6M Buy
1,013,858
+867,341
+592% +$27.5M 0.1% 139
2026
Q1 		$4.5M Buy
146,517
+16,925
+13% +$513K 0.02% 280
2025
Q4 		$3.55M Buy
129,592
+13,733
+12% +$373K 0.02% 300
2025
Q3 		$3.16M Sell
115,859
-935
-0.8% -$25.5K 0.02% 300
2025
Q2 		$3.1M Buy
116,794
+19,483
+20% +$509K 0.02% 279
2025
Q1 		$2.72M Buy
97,311
+440
+0.5% +$12.3K 0.02% 279
2024
Q4 		$2.65M Sell
96,871
-3,512
-3% -$99.8K 0.02% 375
2024
Q3 		$2.83M Sell
100,383
-8,838
-8% -$241K 0.02% 329
2024
Q2 		$2.83M Sell
109,221
-9,987
-8% -$260K 0.03% 293
2024
Q1 		$3.2M Sell
119,208
-7,770
-6% -$201K 0.04% 248
2023
Q4 		$3.22M Buy
126,978
+5,199
+4% +$124K 0.04% 221
2023
Q3 		$2.87M Buy
121,779
+24,459
+25% +$600K 0.04% 220
2023
Q2 		$2.36M Sell
97,320
-10,392
-10% -$248K 0.04% 232
2023
Q1 		$2.63M Buy
107,712
+64,488
+149% +$1.61M 0.05% 192
2022
Q4 		$1.09M Buy
43,224
+2,154
+5% +$53.2K 0.03% 248
2022
Q3 		$909K Buy
41,070
+4,110
+11% +$99.9K 0.03% 244
2022
Q2 		$882K Buy
36,960
+24,495
+197% +$623K 0.03% 249
2022
Q1 		$328K Buy
12,465
+300
+2% +$7.86K 0.01% 435
2021
Q4 		$328K Hold
12,165
– – 0.01% 438
2021
Q3 		$301K Sell
12,165
-1,803
-13% -$45.8K 0.01% 424
2021
Q2 		$352K Buy
13,968
+2,100
+18% +$53K 0.01% 376
2021
Q1 		$288K Hold
11,868
– – 0.02% 384
2020
Q4 		$254K Buy
+11,868
New +$241K 0.01% 383

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Savant Capital's SCHD Position: Q2 2026 in Review

Savant Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 592% in Q2 2026, buying an estimated $27.5M and bringing the position to 1,013,858 shares worth $33.6M. The position accounts for 0.1% of the portfolio, ranked #139.

Savant Capital first reported a position in SCHD in Q4 2020 and has held it in 23 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Savant Capital held 1,013,858 shares of Schwab US Dividend Equity ETF worth $33.6M as of Q2 2026.
  • Savant Capital bought 867,341 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $27.5M.
  • Schwab US Dividend Equity ETF made up 0.1% of Savant Capital's portfolio in Q2 2026, its #139 holding.
  • Savant Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.