Sensible Money’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sensible Money’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	$454K	Buy	14,304 +483	+3%	+$15.3K	0.12%	58
2026 Q1	$424K	Sell	13,821 -1,964	-12%	-$59.6K	0.13%	53
2025 Q4	$433K	Buy	15,785 +7,240	+85%	+$197K	0.14%	53
2025 Q3	$233K	Buy	8,545 +1	+0%	+$27	0.08%	78
2025 Q2	$226K	Buy	8,544 +5	+0.1%	+$131	0.09%	80
2025 Q1	$239K	Hold	8,539	–	–	0.1%	70
2024 Q4	$233K	Buy	8,539 +1	+0%	+$28	0.1%	75
2024 Q3	$241K	Hold	8,538	–	–	0.11%	72
2024 Q2	$221K	Sell	8,538 -1,389	-14%	-$36.2K	0.11%	72
2024 Q1	$267K	Buy	9,927 +6	+0.1%	+$155	0.14%	61
2023 Q4	$252K	Buy	9,921 +6	+0.1%	+$143	0.15%	62
2023 Q3	$234K	Hold	9,915	–	–	0.17%	59
2023 Q2	$240K	Sell	9,915 -6,873	-41%	-$164K	0.17%	60
2023 Q1	$409K	Sell	16,788 -39	-0.2%	-$975	0.35%	35
2022 Q4	$424K	Buy	+16,827	New	+$415K	0.45%	33

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

Sensible Money's SCHD Position: Q2 2026 in Review

Sensible Money increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.5% in Q2 2026, buying an estimated $15.3K and bringing the position to 14,304 shares worth $454K. The position accounts for 0.12% of the portfolio, ranked #58.

Sensible Money first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sensible Money held 14,304 shares of Schwab US Dividend Equity ETF worth $454K as of Q2 2026.
Sensible Money bought 483 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $15.3K.
Schwab US Dividend Equity ETF made up 0.12% of Sensible Money's portfolio in Q2 2026, its #58 holding.
Sensible Money first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.