Sound Income Strategies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sound Income Strategies’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	$3.34M	Buy	105,268 +13,466	+15%	+$427K	0.15%	136
2026 Q1	$2.8M	Buy	91,802 +5,318	+6%	+$161K	0.14%	133
2025 Q4	$2.5M	Buy	86,484 +53,395	+161%	+$1.45M	0.12%	133
2025 Q3	$893K	Buy	33,089 +26,870	+432%	+$733K	0.05%	163
2025 Q2	$165K	Sell	6,219 -1,428	-19%	-$37.3K	0.01%	305
2025 Q1	$214K	Buy	7,647 +2,414	+46%	+$67.3K	0.01%	269
2024 Q4	$143K	Buy	5,233 +73	+1%	+$2.08K	0.01%	304
2024 Q3	$145K	Buy	5,160 +573	+12%	+$15.6K	0.01%	287
2024 Q2	$119K	Sell	4,587 -1,860	-29%	-$48.4K	0.01%	301
2024 Q1	$173K	Buy	6,447 +1,989	+45%	+$51.4K	0.01%	234
2023 Q4	$113K	Sell	4,458 -912	-17%	-$21.7K	0.01%	267
2023 Q3	$127K	Buy	5,370 +1,098	+26%	+$26.9K	0.01%	181
2023 Q2	$103K	Buy	4,272 +426	+11%	+$10.2K	0.01%	210
2023 Q1	$93.8K	Sell	3,846 -2,418	-39%	-$60.5K	0.01%	203
2022 Q4	$158K	Buy	6,264 +3,807	+155%	+$94K	0.02%	156
2022 Q3	$54K	Buy	2,457 +285	+13%	+$6.92K	0.01%	227
2022 Q2	$52K	Buy	2,172 +108	+5%	+$2.75K	0.01%	221
2022 Q1	$54K	Hold	2,064	–	–	0.01%	227
2021 Q4	$56K	Buy	2,064 +1,578	+325%	+$41K	0.01%	221
2021 Q3	$12K	Hold	486	–	–	﹤0.01%	431
2021 Q2	$12K	Buy	486 +294	+153%	+$7.42K	﹤0.01%	447
2021 Q1	$4.67K	Hold	192	–	–	﹤0.01%	633
2020 Q4	$4K	Hold	192	–	–	﹤0.01%	631
2020 Q3	$4K	Hold	192	–	–	﹤0.01%	585
2020 Q2	$3K	Hold	192	–	–	﹤0.01%	600
2020 Q1	$3K	Hold	192	–	–	﹤0.01%	544
2019 Q4	$4K	Hold	192	–	–	﹤0.01%	499
2019 Q3	$4K	Hold	192	–	–	﹤0.01%	465
2019 Q2	$3K	Hold	192	–	–	﹤0.01%	516
2019 Q1	$3K	Hold	192	–	–	﹤0.01%	515
2018 Q4	$3K	Buy	+192	New	+$3.2K	﹤0.01%	506

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Sound Income Strategies's SCHD Position: Q2 2026 in Review

Sound Income Strategies increased its Schwab US Dividend Equity ETF (SCHD) stake by 15% in Q2 2026, buying an estimated $427K and bringing the position to 105,268 shares worth $3.34M. The position accounts for 0.15% of the portfolio, ranked #136.

Sound Income Strategies first reported a position in SCHD in Q4 2018 and has held it in 31 quarters since. 1,789 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sound Income Strategies held 105,268 shares of Schwab US Dividend Equity ETF worth $3.34M as of Q2 2026.
Sound Income Strategies bought 13,466 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $427K.
Schwab US Dividend Equity ETF made up 0.15% of Sound Income Strategies's portfolio in Q2 2026, its #136 holding.
Sound Income Strategies first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 31 quarters since.
1,789 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.