SouthState Corp’s Schwab US Dividend Equity ETF SCHD Stock Holding History

SouthState Corp’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	$126K	Sell	3,984 -6,571	-62%	-$208K	0.01%	397
2026 Q1	$324K	Sell	10,555 -36,107	-77%	-$1.1M	0.02%	281
2025 Q4	$1.28M	Buy	46,662 +31,152	+201%	+$847K	0.06%	181
2025 Q3	$423K	Sell	15,510 -17,456	-53%	-$476K	0.02%	264
2025 Q2	$874K	Sell	32,966 -8,821	-21%	-$230K	0.04%	221
2025 Q1	$1.17M	Buy	+41,787	New	+$1.16M	0.05%	186
2023 Q1	–	Sell	-6,231	Closed	-$157K	–	693
2022 Q4	$157K	Buy	+6,231	New	+$154K	0.01%	283
2020 Q3	–	Sell	-12,000	Closed	-$207K	–	344
2020 Q2	$207K	Buy	+12,000	New	+$203K	0.03%	222

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

SouthState Corp's SCHD Position: Q2 2026 in Review

SouthState Corp reduced its Schwab US Dividend Equity ETF (SCHD) stake by 62% in Q2 2026, selling an estimated $208K and leaving 3,984 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #397.

SouthState Corp first reported a position in SCHD in Q2 2020 and has held it in 8 quarters since. The position peaked at $1.28M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

SouthState Corp held 3,984 shares of Schwab US Dividend Equity ETF worth $126K as of Q2 2026.
SouthState Corp sold 6,571 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $208K.
Schwab US Dividend Equity ETF made up 0.01% of SouthState Corp's portfolio in Q2 2026, its #397 holding.
SouthState Corp first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 8 quarters since.
SouthState Corp's Schwab US Dividend Equity ETF position peaked at $1.28M in Q4 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.