SkyOak Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

SkyOak Wealth’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	$563K	Buy	17,761 +40	+0.2%	+$1.27K	0.09%	130
2026 Q1	$544K	Buy	17,721 +5,752	+48%	+$174K	0.1%	125
2025 Q4	$328K	Buy	11,969 +2	+0%	+$54	0.06%	169
2025 Q3	$327K	Buy	11,967 +90	+0.8%	+$2.46K	0.06%	175
2025 Q2	$315K	Buy	11,877 +23	+0.2%	+$601	0.06%	170
2025 Q1	$331K	Buy	11,854 +98	+0.8%	+$2.73K	0.07%	158
2024 Q4	$321K	Buy	+11,756	New	+$334K	0.07%	167
2020 Q3	–	Sell	-20,652	Closed	-$356K	–	234
2020 Q2	$356K	Buy	20,652 +2,838	+16%	+$47.9K	0.13%	160
2020 Q1	$267K	Buy	17,814 +4,098	+30%	+$73.6K	0.14%	170
2019 Q4	$265K	Buy	+13,716	New	+$257K	0.08%	248

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

SkyOak Wealth's SCHD Position: Q2 2026 in Review

SkyOak Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.23% in Q2 2026, buying an estimated $1.27K and bringing the position to 17,761 shares worth $563K. The position accounts for 0.09% of the portfolio, ranked #130.

SkyOak Wealth first reported a position in SCHD in Q4 2019 and has held it in 10 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

SkyOak Wealth held 17,761 shares of Schwab US Dividend Equity ETF worth $563K as of Q2 2026.
SkyOak Wealth bought 40 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.27K.
Schwab US Dividend Equity ETF made up 0.09% of SkyOak Wealth's portfolio in Q2 2026, its #130 holding.
SkyOak Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 10 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.