Signature Estate & Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Signature Estate & Investment 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	$11.9M	Sell	375,523 -32,333	-8%	-$1.03M	0.21%	60
2026 Q1	$12.5M	Sell	407,856 -6,981	-2%	-$212K	0.25%	53
2025 Q4	$11.4M	Sell	414,837 -19,306	-4%	-$525K	0.23%	53
2025 Q3	$11.9M	Sell	434,143 -64,069	-13%	-$1.75M	0.25%	50
2025 Q2	$13.2M	Sell	498,212 -4,725	-0.9%	-$123K	0.3%	45
2025 Q1	$14.1M	Buy	502,937 +16,224	+3%	+$452K	0.37%	40
2024 Q4	$13.3M	Sell	486,713 -460	-0.1%	-$13.1K	0.33%	45
2024 Q3	$13.7M	Buy	487,173 +1,626	+0.3%	+$44.3K	0.32%	45
2024 Q2	$12.6M	Buy	+485,547	New	+$12.6M	0.31%	47

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Signature Estate & Investment Advisors's SCHD Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.9% in Q2 2026, selling an estimated $1.03M and leaving 375,523 shares worth $11.9M. The position accounts for 0.21% of the portfolio, ranked #60.

Signature Estate & Investment Advisors first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.1M in Q1 2025. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Signature Estate & Investment Advisors held 375,523 shares of Schwab US Dividend Equity ETF worth $11.9M as of Q2 2026.
Signature Estate & Investment Advisors sold 32,333 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.03M.
Schwab US Dividend Equity ETF made up 0.21% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #60 holding.
Signature Estate & Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Schwab US Dividend Equity ETF position peaked at $14.1M in Q1 2025.
1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.