Sittner & Nelson’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sittner & Nelson’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	$4K	Hold	126	–	–	﹤0.01%	504
2026 Q1	$3.87K	Hold	126	–	–	﹤0.01%	486
2025 Q4	$3.97K	Hold	126	–	–	﹤0.01%	450
2025 Q3	$3.44K	Sell	126 -144	-53%	-$3.93K	﹤0.01%	422
2025 Q2	$7.16K	Hold	270	–	–	﹤0.01%	400
2025 Q1	$7.55K	Hold	270	–	–	﹤0.01%	385
2024 Q4	$7.38K	Buy	270 +126	+88%	+$3.58K	﹤0.01%	368
2024 Q3	$4.06K	Hold	144	–	–	﹤0.01%	383
2024 Q2	$3.73K	Sell	144 -3,000	-95%	-$78.1K	﹤0.01%	399
2024 Q1	$84.5K	Hold	3,144	–	–	0.04%	172
2023 Q4	$79.8K	Buy	3,144 +144	+5%	+$3.43K	0.04%	172
2023 Q3	$70.8K	Hold	3,000	–	–	0.04%	174
2023 Q2	$72.6K	Sell	3,000 -3,000	-50%	-$71.7K	0.04%	175
2023 Q1	$146K	Hold	6,000	–	–	0.08%	137
2022 Q4	$151K	Hold	6,000	–	–	0.09%	134
2022 Q3	$133K	Hold	6,000	–	–	0.09%	131
2022 Q2	$143K	Hold	6,000	–	–	0.09%	121
2022 Q1	$158K	Hold	6,000	–	–	0.09%	117
2021 Q4	$162K	Buy	+6,000	New	+$156K	0.09%	115

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

Sittner & Nelson's SCHD Position: Q2 2026 in Review

Sittner & Nelson held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 126 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Sittner & Nelson first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $162K in Q4 2021. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sittner & Nelson held 126 shares of Schwab US Dividend Equity ETF worth $4K as of Q2 2026.
Sittner & Nelson left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #504 holding.
Sittner & Nelson first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
Sittner & Nelson's Schwab US Dividend Equity ETF position peaked at $162K in Q4 2021.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.