Silver Coast Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Silver Coast Investments’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	$17M	Sell	536,364 -1,588	-0.3%	-$50.4K	5.06%	5
2026 Q1	$16.5M	Sell	537,952 -35,308	-6%	-$1.07M	5.27%	5
2025 Q4	$15.7M	Sell	573,260 -251,064	-30%	-$6.83M	5.42%	6
2025 Q3	$22.5M	Sell	824,324 -129,739	-14%	-$3.54M	7.73%	4
2025 Q2	$25.3M	Sell	954,063 -82,172	-8%	-$2.15M	9.19%	3
2025 Q1	$29M	Sell	1,036,235 -95,047	-8%	-$2.65M	10.99%	2
2024 Q4	$30.9M	Sell	1,131,282 -109,173	-9%	-$3.1M	11.69%	2
2024 Q3	$35M	Buy	1,240,455 +22,968	+2%	+$626K	12.87%	1
2024 Q2	$31.6M	Buy	1,217,487 +55,683	+5%	+$1.45M	12.91%	1
2024 Q1	$31.2M	Buy	1,161,804 +38,070	+3%	+$984K	12.76%	2
2023 Q4	$28.5M	Buy	+1,123,734	New	+$26.8M	12.96%	2

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

Silver Coast Investments's SCHD Position: Q2 2026 in Review

Silver Coast Investments reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.3% in Q2 2026, selling an estimated $50.4K and leaving 536,364 shares worth $17M. The position accounts for 5.06% of the portfolio, ranked #5.

Silver Coast Investments first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $35M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Silver Coast Investments held 536,364 shares of Schwab US Dividend Equity ETF worth $17M as of Q2 2026.
Silver Coast Investments sold 1,588 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $50.4K.
Schwab US Dividend Equity ETF made up 5.06% of Silver Coast Investments's portfolio in Q2 2026, its #5 holding.
Silver Coast Investments first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Silver Coast Investments's Schwab US Dividend Equity ETF position peaked at $35M in Q3 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Silver Coast Investments's 13F filing for Q2 2026, filed 24 Jul 2026.