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

Snowden Capital 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	$2.56M	Buy	80,840 +24,101	+42%	+$765K	0.06%	309
2026 Q1	$1.74M	Sell	56,739 -4,503	-7%	-$137K	0.05%	370
2025 Q4	$1.68M	Sell	61,242 -516,874	-89%	-$14.1M	0.04%	377
2025 Q3	$15.8M	Buy	578,116 +12,944	+2%	+$353K	0.43%	37
2025 Q2	$15M	Sell	565,172 -6,268	-1%	-$164K	0.44%	38
2025 Q1	$16M	Buy	571,440 +22,896	+4%	+$638K	0.51%	32
2024 Q4	$15M	Buy	548,544 +10,635	+2%	+$302K	0.47%	33
2024 Q3	$15.2M	Buy	537,909 +21,525	+4%	+$586K	0.45%	35
2024 Q2	$13.5M	Buy	516,384 +12,909	+3%	+$336K	0.4%	39
2024 Q1	$13.5M	Sell	503,475 -85,326	-14%	-$2.2M	0.42%	37
2023 Q4	$14.9M	Sell	588,801 -5,889	-1%	-$140K	0.57%	22
2023 Q3	$14M	Buy	594,690 +17,466	+3%	+$429K	0.6%	24
2023 Q2	$14M	Sell	577,224 -152,535	-21%	-$3.64M	0.5%	33
2023 Q1	$17.8M	Sell	729,759 -30,336	-4%	-$758K	0.69%	18
2022 Q4	$19.1M	Sell	760,095 -1,191	-0.2%	-$29.4K	0.8%	15
2022 Q3	$16.9M	Buy	761,286 +604,788	+386%	+$14.7M	0.76%	15
2022 Q2	$3.74M	Sell	156,498 -1,506	-1%	-$38.3K	0.17%	162
2022 Q1	$4.16M	Sell	158,004 -1,227	-0.8%	-$32.1K	0.17%	170
2021 Q4	$4.29M	Buy	159,231 +2,478	+2%	+$64.4K	0.22%	145
2021 Q3	$3.88M	Sell	156,753 -3,411	-2%	-$86.7K	0.19%	155
2021 Q2	$4.04M	Sell	160,164 -139,662	-47%	-$3.53M	0.2%	152
2021 Q1	$7.29M	Buy	299,826 +138,855	+86%	+$3.16M	0.42%	51
2020 Q4	$3.44M	Sell	160,971 -12,399	-7%	-$251K	0.23%	139
2020 Q3	$3.2M	Sell	173,370 -5,679	-3%	-$105K	0.26%	120
2020 Q2	$3.09M	Buy	179,049 +738	+0.4%	+$12.5K	0.26%	118
2020 Q1	$2.67M	Buy	+178,311	New	+$3.2M	0.29%	101

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

Snowden Capital Advisors's SCHD Position: Q2 2026 in Review

Snowden Capital Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 42% in Q2 2026, buying an estimated $765K and bringing the position to 80,840 shares worth $2.56M. The position accounts for 0.06% of the portfolio, ranked #309.

Snowden Capital Advisors first reported a position in SCHD in Q1 2020 and has held it in 26 quarters since. The position peaked at $19.1M in Q4 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Snowden Capital Advisors held 80,840 shares of Schwab US Dividend Equity ETF worth $2.56M as of Q2 2026.
Snowden Capital Advisors bought 24,101 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $765K.
Schwab US Dividend Equity ETF made up 0.06% of Snowden Capital Advisors's portfolio in Q2 2026, its #309 holding.
Snowden Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 26 quarters since.
Snowden Capital Advisors's Schwab US Dividend Equity ETF position peaked at $19.1M in Q4 2022.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.