Signal Tree Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Signal Tree Financial Partners’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	$8.09M	Buy	255,265 +13,492	+6%	+$428K	5.36%	5
2026 Q1	$7.42M	Buy	241,773 +67,914	+39%	+$2.06M	5.6%	4
2025 Q4	$4.77M	Buy	173,859 +16,368	+10%	+$445K	3.64%	6
2025 Q3	$4.34M	Buy	157,491 +39,386	+33%	+$1.07M	3.44%	8
2025 Q2	$3.13M	Sell	118,105 -28,699	-20%	-$749K	2.69%	13
2025 Q1	$4.1M	Buy	146,804 +94,348	+180%	+$2.63M	4.12%	9
2024 Q4	$1.43M	Buy	+52,456	New	+$1.49M	1.68%	17

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

Signal Tree Financial Partners's SCHD Position: Q2 2026 in Review

Signal Tree Financial Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.6% in Q2 2026, buying an estimated $428K and bringing the position to 255,265 shares worth $8.09M. The position accounts for 5.36% of the portfolio, ranked #5.

Signal Tree Financial Partners first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Signal Tree Financial Partners held 255,265 shares of Schwab US Dividend Equity ETF worth $8.09M as of Q2 2026.
Signal Tree Financial Partners bought 13,492 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $428K.
Schwab US Dividend Equity ETF made up 5.36% of Signal Tree Financial Partners's portfolio in Q2 2026, its #5 holding.
Signal Tree Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Signal Tree Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.