Simon Quick Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Simon Quick 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	$5.03M	Buy	158,763 +28,603	+22%	+$907K	0.2%	81
2026 Q1	$3.99M	Buy	130,160 +701	+0.5%	+$21.3K	0.18%	89
2025 Q4	$3.55M	Sell	129,459 -773	-0.6%	-$21K	0.16%	93
2025 Q3	$3.56M	Buy	130,232 +166	+0.1%	+$4.53K	0.16%	96
2025 Q2	$3.45M	Buy	130,066 +2,244	+2%	+$58.6K	0.17%	85
2025 Q1	$3.57M	Sell	127,822 -2,498	-2%	-$69.6K	0.2%	58
2024 Q4	$3.56M	Buy	130,320 +2,085	+2%	+$59.3K	0.21%	51
2024 Q3	$3.61M	Sell	128,235 -11,892	-8%	-$324K	0.23%	50
2024 Q2	$3.63M	Buy	140,127 +5,871	+4%	+$153K	0.26%	46
2024 Q1	$3.61M	Sell	134,256 -31,380	-19%	-$811K	0.27%	50
2023 Q4	$4.2M	Buy	165,636 +2,835	+2%	+$67.6K	0.37%	43
2023 Q3	$3.84M	Buy	162,801 +1,440	+0.9%	+$35.3K	0.36%	45
2023 Q2	$3.91M	Buy	161,361 +108,048	+203%	+$2.58M	0.36%	48
2023 Q1	$1.3M	Buy	+53,313	New	+$1.33M	0.14%	81
2022 Q2	–	Sell	-3,423	Closed	-$90K	–	355
2022 Q1	$90K	Hold	3,423	–	–	0.03%	158
2021 Q4	$92K	Hold	3,423	–	–	0.02%	170
2021 Q3	$84K	Hold	3,423	–	–	0.02%	194
2021 Q2	$86K	Hold	3,423	–	–	0.02%	165
2021 Q1	$83K	Hold	3,423	–	–	0.02%	164
2020 Q4	$73K	Hold	3,423	–	–	0.02%	164
2020 Q3	$63K	Hold	3,423	–	–	0.02%	170
2020 Q2	$59K	Sell	3,423 -141	-4%	-$2.38K	0.02%	176
2020 Q1	$53K	Buy	+3,564	New	+$64K	0.02%	181

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

Simon Quick Advisors's SCHD Position: Q2 2026 in Review

Simon Quick Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 22% in Q2 2026, buying an estimated $907K and bringing the position to 158,763 shares worth $5.03M. The position accounts for 0.2% of the portfolio, ranked #81.

Simon Quick Advisors first reported a position in SCHD in Q1 2020 and has held it in 23 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Simon Quick Advisors held 158,763 shares of Schwab US Dividend Equity ETF worth $5.03M as of Q2 2026.
Simon Quick Advisors bought 28,603 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $907K.
Schwab US Dividend Equity ETF made up 0.2% of Simon Quick Advisors's portfolio in Q2 2026, its #81 holding.
Simon Quick Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 23 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.