SA
SCHD icon

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
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

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. 2,128 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.
  • 2,128 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.