Silver Lake Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Silver Lake Advisory’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	$560K	Sell	17,658 -29	-0.2%	-$920	0.2%	79
2026 Q1	$543K	Buy	17,687 +122	+0.7%	+$3.7K	0.22%	78
2025 Q4	$482K	Buy	17,565 +2,736	+18%	+$74.4K	0.19%	78
2025 Q3	$405K	Buy	14,829 +136	+0.9%	+$3.71K	0.16%	79
2025 Q2	$389K	Buy	14,693 +138	+0.9%	+$3.6K	0.17%	81
2025 Q1	$407K	Buy	14,555 +218	+2%	+$6.08K	0.18%	82
2024 Q4	$392K	Buy	14,337 +120	+0.8%	+$3.41K	0.17%	79
2024 Q3	$401K	Sell	14,217 -762	-5%	-$20.8K	0.16%	81
2024 Q2	$388K	Buy	14,979 +1,029	+7%	+$26.8K	0.18%	76
2024 Q1	$375K	Buy	+13,950	New	+$360K	0.17%	77
2023 Q3	–	Sell	-13,917	Closed	-$337K	–	85
2023 Q2	$337K	Sell	13,917 -2,082	-13%	-$49.7K	0.18%	78
2023 Q1	$390K	Buy	+15,999	New	+$400K	0.22%	72
2022 Q4	–	Sell	-16,068	Closed	-$356K	–	86
2022 Q3	$356K	Buy	16,068 +132	+0.8%	+$3.21K	0.21%	74
2022 Q2	$381K	Buy	15,936 +132	+0.8%	+$3.36K	0.21%	74
2022 Q1	$416K	Sell	15,804 -474	-3%	-$12.4K	0.2%	80
2021 Q4	$439K	Buy	16,278 +111	+0.7%	+$2.88K	0.2%	84
2021 Q3	$400K	Buy	16,167 +102	+0.6%	+$2.59K	0.2%	84
2021 Q2	$412K	Sell	16,065 -1,266	-7%	-$32K	0.2%	82
2021 Q1	$421K	Sell	17,331 -1,107	-6%	-$25.2K	0.21%	75
2020 Q4	$394K	Sell	18,438 -291	-2%	-$5.9K	0.22%	73
2020 Q3	$345K	Sell	18,729 -6	-0%	-$110	0.21%	69
2020 Q2	$323K	Buy	18,735 +195	+1%	+$3.29K	0.21%	70
2020 Q1	$278K	Sell	18,540 -1,641	-8%	-$29.5K	0.2%	69
2019 Q4	$390K	Sell	20,181 -42,543	-68%	-$797K	0.24%	65
2019 Q3	$1.15M	Sell	62,724 -1,179	-2%	-$21.1K	0.74%	45
2019 Q2	$1.13M	Buy	63,903 +2,379	+4%	+$41.8K	0.75%	45
2019 Q1	$1.07M	Sell	61,524 -1,512	-2%	-$25.4K	0.72%	45
2018 Q4	$987K	Buy	63,036 +2,400	+4%	+$40K	0.73%	47
2018 Q3	$1.07M	Buy	60,636 +6,774	+13%	+$117K	0.65%	54
2018 Q2	$810K	Sell	53,862 -231	-0.4%	-$3.8K	0.65%	48
2018 Q1	$884K	Sell	54,093 -3,042	-5%	-$51.9K	0.66%	49
2017 Q4	$975K	Buy	57,135 +1,074	+2%	+$17.6K	0.69%	48
2017 Q3	$875K	Buy	56,061 +1,314	+2%	+$20.1K	0.67%	49
2017 Q2	$823K	Buy	54,747 +1,836	+3%	+$27.5K	0.61%	51
2017 Q1	$786K	Buy	52,911 +519	+1%	+$7.65K	0.59%	51
2016 Q4	$761K	Buy	52,392 +2,781	+6%	+$39.5K	0.59%	53
2016 Q3	$700K	Buy	49,611 +2,928	+6%	+$41.3K	0.52%	53
2016 Q2	$645K	Buy	+46,683	New	+$629K	0.48%	55
2015 Q2	–	Sell	-30,354	Closed	-$399K	–	80
2015 Q1	$399K	Buy	30,354 +7,671	+34%	+$102K	0.32%	63
2014 Q4	$301K	Buy	22,683 +4,104	+22%	+$53.7K	0.24%	63
2014 Q3	$239K	Buy	+18,579	New	+$239K	0.2%	71

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 Lake Advisory's SCHD Position: Q2 2026 in Review

Silver Lake Advisory reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.16% in Q2 2026, selling an estimated $920 and leaving 17,658 shares worth $560K. The position accounts for 0.2% of the portfolio, ranked #79.

Silver Lake Advisory first reported a position in SCHD in Q3 2014 and has held it in 41 quarters since. The position peaked at $1.15M in Q3 2019. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Silver Lake Advisory held 17,658 shares of Schwab US Dividend Equity ETF worth $560K as of Q2 2026.
Silver Lake Advisory sold 29 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $920.
Schwab US Dividend Equity ETF made up 0.2% of Silver Lake Advisory's portfolio in Q2 2026, its #79 holding.
Silver Lake Advisory first reported a position in Schwab US Dividend Equity ETF in Q3 2014 and has held it in 41 quarters since.
Silver Lake Advisory's Schwab US Dividend Equity ETF position peaked at $1.15M in Q3 2019.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Silver Lake Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.