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

Scarborough 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	–	Sell	-2,439	Closed	-$74.8K	–	575
2026 Q1	$74.8K	Buy	+2,439	New	+$74K	0.01%	205
2024 Q1	–	Sell	-3,198	Closed	-$81.2K	–	655
2023 Q4	$81.2K	Buy	+3,198	New	+$76.2K	0.02%	127

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 22.9% 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

Scarborough Advisors's SCHD Position: Q2 2026 in Review

Scarborough Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 2,439 shares — an estimated $74.8K sold.

Scarborough Advisors first reported a position in SCHD in Q4 2023 and held it in 2 quarters. The position peaked at $81.2K in Q4 2023. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Scarborough Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 2,439 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $74.8K.
Scarborough Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 2 quarters.
Scarborough Advisors's Schwab US Dividend Equity ETF position peaked at $81.2K in Q4 2023.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.