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SJS Investment Consulting’s Schwab US Dividend Equity ETF SCHD Stock Holding History

SJS Investment Consulting’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 		$107K Buy
3,390
+210
+7% +$6.66K 0.01% 229
2026
Q1 		$97.6K Buy
3,180
+195
+7% +$5.92K 0.01% 217
2025
Q4 		$81.9K Sell
2,985
-279
-9% -$7.59K 0.01% 238
2025
Q3 		$89.1K Buy
3,264
+489
+18% +$13.3K 0.01% 199
2025
Q2 		$73.5K Hold
2,775
– – 0.01% 151
2025
Q1 		$77.6K Hold
2,775
– – 0.01% 158
2024
Q4 		$75.8K Hold
2,775
– – 0.01% 158
2024
Q3 		$78.2K Hold
2,775
– – 0.01% 155
2024
Q2 		$71.9K Sell
2,775
-2,799
-50% -$72.9K 0.01% 147
2024
Q1 		$150K Sell
5,574
-9,573
-63% -$247K 0.03% 106
2023
Q4 		$384K Buy
15,147
+6,564
+76% +$156K 0.09% 53
2023
Q3 		$202K Buy
8,583
+309
+4% +$7.58K 0.05% 79
2023
Q2 		$200K Sell
8,274
-675
-8% -$16.1K 0.05% 78
2023
Q1 		$218K Buy
8,949
+6,150
+220% +$154K 0.06% 69
2022
Q4 		$70.5K Hold
2,799
– – 0.02% 133
2022
Q3 		$62K Buy
+2,799
New +$68K 0.02% 145
2022
Q1 		$76K Hold
2,880
– – 0.02% 148
2021
Q4 		$78K Buy
+2,880
New +$74.8K 0.02% 145

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

SJS Investment Consulting's SCHD Position: Q2 2026 in Review

SJS Investment Consulting increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.6% in Q2 2026, buying an estimated $6.66K and bringing the position to 3,390 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #229.

SJS Investment Consulting first reported a position in SCHD in Q4 2021 and has held it in 18 quarters since. The position peaked at $384K in Q4 2023. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • SJS Investment Consulting held 3,390 shares of Schwab US Dividend Equity ETF worth $107K as of Q2 2026.
  • SJS Investment Consulting bought 210 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $6.66K.
  • Schwab US Dividend Equity ETF made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #229 holding.
  • SJS Investment Consulting first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • SJS Investment Consulting's Schwab US Dividend Equity ETF position peaked at $384K in Q4 2023.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.