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

Sightline Wealth 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	$262K	Buy	8,257 +1,515	+22%	+$48.1K	0.1%	76
2026 Q1	$207K	Sell	6,742 -4,072	-38%	-$124K	0.09%	85
2025 Q4	$297K	Sell	10,814 -5,993	-36%	-$163K	0.13%	74
2025 Q3	$459K	Sell	16,807 -1,506	-8%	-$41.1K	0.21%	57
2025 Q2	$485K	Buy	18,313 +50	+0.3%	+$1.31K	0.23%	53
2025 Q1	$511K	Buy	18,263 +44	+0.2%	+$1.23K	0.27%	49
2024 Q4	$498K	Buy	18,219 +45	+0.2%	+$1.28K	0.27%	49
2024 Q3	$512K	Buy	18,174 +6,879	+61%	+$187K	0.28%	46
2024 Q2	$293K	Hold	11,295	–	–	0.18%	63
2024 Q1	$304K	Buy	+11,295	New	+$292K	0.2%	61

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

Sightline Wealth Advisors's SCHD Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 22% in Q2 2026, buying an estimated $48.1K and bringing the position to 8,257 shares worth $262K. The position accounts for 0.1% of the portfolio, ranked #76.

Sightline Wealth Advisors first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. The position peaked at $512K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sightline Wealth Advisors held 8,257 shares of Schwab US Dividend Equity ETF worth $262K as of Q2 2026.
Sightline Wealth Advisors bought 1,515 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $48.1K.
Schwab US Dividend Equity ETF made up 0.1% of Sightline Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Sightline Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
Sightline Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $512K in Q3 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.