Shepherd Kaplan Krochuk’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Shepherd Kaplan Krochuk’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	-10,094	Closed	-$310K	–	64
2026 Q1	$310K	Sell	10,094 -3	-0%	-$91	0.26%	58
2025 Q4	$277K	Sell	10,097 -92,666	-90%	-$2.52M	0.23%	59
2025 Q3	$2.81M	Buy	102,763 +1,204	+1%	+$32.8K	2.3%	17
2025 Q2	$2.69M	Sell	101,559 -25,775	-20%	-$673K	2.34%	18
2025 Q1	$3.56M	Sell	127,334 -24,863	-16%	-$693K	3.05%	11
2024 Q4	$4.16M	Buy	152,197 +9,814	+7%	+$279K	3.48%	10
2024 Q3	$4.01M	Sell	142,383 -6,552	-4%	-$178K	3.03%	11
2024 Q2	$3.86M	Sell	148,935 -13,761	-8%	-$358K	3.05%	11
2024 Q1	$4.37M	Sell	162,696 -13,245	-8%	-$342K	3.49%	10
2023 Q4	$4.46M	Sell	175,941 -15,996	-8%	-$381K	3.63%	9
2023 Q3	$4.53M	Sell	191,937 -8,913	-4%	-$219K	3.93%	9
2023 Q2	$4.86M	Buy	200,850 +23,061	+13%	+$551K	3.85%	10
2023 Q1	$4.34M	Buy	177,789 +1,926	+1%	+$48.2K	3.82%	9
2022 Q4	$4.43M	Sell	175,863 -9,492	-5%	-$234K	2.63%	13
2022 Q3	$4.1M	Sell	185,355 -12,483	-6%	-$303K	2.06%	14
2022 Q2	$4.72M	Buy	197,838 +17,049	+9%	+$434K	2.06%	12
2022 Q1	$4.75M	Buy	+180,789	New	+$4.73M	1.8%	13

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

Shepherd Kaplan Krochuk's SCHD Position: Q2 2026 in Review

Shepherd Kaplan Krochuk sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 10,094 shares — an estimated $310K sold.

Shepherd Kaplan Krochuk first reported a position in SCHD in Q1 2022 and held it in 17 quarters. The position peaked at $4.86M in Q2 2023. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Shepherd Kaplan Krochuk reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 10,094 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $310K.
Shepherd Kaplan Krochuk first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 17 quarters.
Shepherd Kaplan Krochuk's Schwab US Dividend Equity ETF position peaked at $4.86M in Q2 2023.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.