Smartleaf Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Smartleaf Asset Management’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	$6.34M	Hold	198,416	–	–	0.21%	84
2026 Q1	$6.05M	Sell	198,416 -55,527	-22%	-$1.68M	0.22%	82
2025 Q4	$7.02M	Buy	253,943 +52,802	+26%	+$1.44M	0.27%	72
2025 Q3	$5.45M	Buy	201,141 +7,417	+4%	+$202K	0.34%	59
2025 Q2	$5.11M	Buy	193,724 +15,032	+8%	+$393K	0.45%	46
2025 Q1	$4.93M	Buy	178,692 +49,965	+39%	+$1.39M	0.48%	41
2024 Q4	$3.51M	Buy	128,727 +4,371	+4%	+$124K	0.36%	51
2024 Q3	$3.49M	Buy	124,356 +8,130	+7%	+$221K	0.42%	49
2024 Q2	$2.99M	Buy	116,226 +10,170	+10%	+$265K	0.49%	37
2024 Q1	$2.84M	Buy	106,056 +105,399	+16,042%	+$2.72M	0.55%	39
2023 Q4	$17K	Buy	+657	New	+$15.7K	﹤0.01%	689

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

Smartleaf Asset Management's SCHD Position: Q2 2026 in Review

Smartleaf Asset Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 198,416 shares worth $6.34M. The position accounts for 0.21% of the portfolio, ranked #84.

Smartleaf Asset Management first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.02M in Q4 2025. 2,143 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Smartleaf Asset Management held 198,416 shares of Schwab US Dividend Equity ETF worth $6.34M as of Q2 2026.
Smartleaf Asset Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.21% of Smartleaf Asset Management's portfolio in Q2 2026, its #84 holding.
Smartleaf Asset Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's Schwab US Dividend Equity ETF position peaked at $7.02M in Q4 2025.
2,143 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.