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

Sequoia Financial 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	$11.3M	Sell	357,685 -26,604	-7%	-$844K	0.06%	200
2026 Q1	$11.8M	Sell	384,289 -5,426	-1%	-$165K	0.07%	185
2025 Q4	$10.7M	Sell	389,715 -17,632	-4%	-$479K	0.06%	198
2025 Q3	$11.1M	Buy	407,347 +193,419	+90%	+$5.28M	0.07%	184
2025 Q2	$5.67M	Buy	213,928 +506	+0.2%	+$13.2K	0.04%	261
2025 Q1	$5.97M	Buy	213,422 +9,977	+5%	+$278K	0.05%	246
2024 Q4	$5.56M	Buy	203,445 +54,945	+37%	+$1.56M	0.05%	242
2024 Q3	$4.18M	Buy	148,500 +7,815	+6%	+$213K	0.04%	233
2024 Q2	$3.65M	Sell	140,685 -14,268	-9%	-$371K	0.04%	232
2024 Q1	$4.16M	Sell	154,953 -12,363	-7%	-$319K	0.05%	213
2023 Q4	$4.25M	Sell	167,316 -687	-0.4%	-$16.4K	0.05%	230
2023 Q3	$3.96M	Sell	168,003 -13,950	-8%	-$342K	0.07%	170
2023 Q2	$4.4M	Sell	181,953 -74,055	-29%	-$1.77M	0.08%	166
2023 Q1	$6.24M	Sell	256,008 -54,126	-17%	-$1.35M	0.14%	131
2022 Q4	$7.81M	Buy	310,134 +96,927	+45%	+$2.39M	0.19%	104
2022 Q3	$4.72M	Buy	213,207 +33,597	+19%	+$816K	0.15%	120
2022 Q2	$4.29M	Buy	179,610 +31,461	+21%	+$800K	0.12%	128
2022 Q1	$3.9M	Buy	148,149 +31,680	+27%	+$830K	0.1%	134
2021 Q4	$3.14M	Buy	+116,469	New	+$3.03M	0.09%	141
2021 Q3	–	Sell	-92,460	Closed	-$2.33M	–	411
2021 Q2	$2.33M	Buy	92,460 +21,186	+30%	+$535K	0.09%	139
2021 Q1	$1.73M	Buy	71,274 +7,773	+12%	+$177K	0.07%	144
2020 Q4	$1.36M	Buy	63,501 +4,236	+7%	+$85.9K	0.06%	154
2020 Q3	$1.09M	Buy	59,265 +9,987	+20%	+$184K	0.06%	160
2020 Q2	$850K	Buy	49,278 +14,847	+43%	+$251K	0.05%	167
2020 Q1	$516K	Buy	34,431 +4,221	+14%	+$75.8K	0.04%	197
2019 Q4	$583K	Buy	30,210 +282	+0.9%	+$5.28K	0.04%	201
2019 Q3	$547K	Buy	29,928 +3,330	+13%	+$59.6K	0.04%	190
2019 Q2	$471K	Buy	26,598 +2,535	+11%	+$44.6K	0.04%	201
2019 Q1	$419K	Buy	+24,063	New	+$405K	0.03%	215

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

Sequoia Financial Advisors's SCHD Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.9% in Q2 2026, selling an estimated $844K and leaving 357,685 shares worth $11.3M. The position accounts for 0.06% of the portfolio, ranked #200.

Sequoia Financial Advisors first reported a position in SCHD in Q1 2019 and has held it in 29 quarters since. The position peaked at $11.8M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sequoia Financial Advisors held 357,685 shares of Schwab US Dividend Equity ETF worth $11.3M as of Q2 2026.
Sequoia Financial Advisors sold 26,604 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $844K.
Schwab US Dividend Equity ETF made up 0.06% of Sequoia Financial Advisors's portfolio in Q2 2026, its #200 holding.
Sequoia Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 29 quarters since.
Sequoia Financial Advisors's Schwab US Dividend Equity ETF position peaked at $11.8M in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.