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

Savvy Advisors 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	$17.7M	Sell	558,571 -23,483	-4%	-$745K	0.38%	52
2026 Q1	$17.9M	Buy	582,054 +171,662	+42%	+$5.21M	0.48%	42
2025 Q4	$11.3M	Buy	410,392 +103,193	+34%	+$2.81M	0.36%	53
2025 Q3	$8.39M	Sell	307,199 -7,713	-2%	-$210K	0.39%	51
2025 Q2	$8.35M	Buy	314,912 +105,145	+50%	+$2.75M	0.56%	36
2025 Q1	$5.87M	Sell	209,767 -5,334	-2%	-$149K	0.59%	33
2024 Q4	$5.88M	Buy	215,101 +157,024	+270%	+$4.46M	0.71%	23
2024 Q3	$1.64M	Buy	58,077 +6,036	+12%	+$164K	0.33%	63
2024 Q2	$1.35M	Buy	52,041 +15,552	+43%	+$405K	0.44%	52
2024 Q1	$981K	Buy	36,489 +13,926	+62%	+$360K	0.57%	43
2023 Q4	$573K	Buy	+22,563	New	+$538K	0.56%	49

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

Savvy Advisors Inc's SCHD Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4% in Q2 2026, selling an estimated $745K and leaving 558,571 shares worth $17.7M. The position accounts for 0.38% of the portfolio, ranked #52.

Savvy Advisors Inc first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.9M in Q1 2026. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Savvy Advisors Inc held 558,571 shares of Schwab US Dividend Equity ETF worth $17.7M as of Q2 2026.
Savvy Advisors Inc sold 23,483 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $745K.
Schwab US Dividend Equity ETF made up 0.38% of Savvy Advisors Inc's portfolio in Q2 2026, its #52 holding.
Savvy Advisors Inc first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Savvy Advisors Inc's Schwab US Dividend Equity ETF position peaked at $17.9M in Q1 2026.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.