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

Skyline 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	$8.32M	Sell	262,410 -118,875	-31%	-$3.77M	2.61%	13
2026 Q1	$11.7M	Sell	381,285 -274,642	-42%	-$8.33M	4.08%	7
2025 Q4	$18M	Buy	655,927 +4,368	+0.7%	+$119K	6.01%	7
2025 Q3	$17.8M	Buy	651,559 +32,656	+5%	+$891K	6.13%	7
2025 Q2	$16.4M	Buy	618,903 +2,792	+0.5%	+$72.9K	6.06%	7
2025 Q1	$17.2M	Buy	616,111 +12,668	+2%	+$353K	6.78%	6
2024 Q4	$16.5M	Buy	603,443 +19,136	+3%	+$544K	6.4%	6
2024 Q3	$16.5M	Buy	584,307 +7,434	+1%	+$203K	6.78%	6
2024 Q2	$15M	Buy	576,873 +8,139	+1%	+$212K	6.5%	6
2024 Q1	$15.3M	Buy	568,734 +10,278	+2%	+$266K	6.84%	6
2023 Q4	$14.2M	Buy	+558,456	New	+$13.3M	6.76%	6

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

Skyline Advisors's SCHD Position: Q2 2026 in Review

Skyline Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 31% in Q2 2026, selling an estimated $3.77M and leaving 262,410 shares worth $8.32M. The position accounts for 2.61% of the portfolio, ranked #13.

Skyline Advisors first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $18M in Q4 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Skyline Advisors held 262,410 shares of Schwab US Dividend Equity ETF worth $8.32M as of Q2 2026.
Skyline Advisors sold 118,875 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.77M.
Schwab US Dividend Equity ETF made up 2.61% of Skyline Advisors's portfolio in Q2 2026, its #13 holding.
Skyline Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Skyline Advisors's Schwab US Dividend Equity ETF position peaked at $18M in Q4 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.