Sowell Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sowell Financial Services’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	$4.87M	Buy	153,465 +25,506	+20%	+$809K	0.16%	135
2026 Q1	$3.93M	Buy	127,959 +27,994	+28%	+$849K	0.15%	155
2025 Q4	$2.74M	Buy	99,965 +6,173	+7%	+$168K	0.1%	209
2025 Q3	$2.56M	Sell	93,792 -7,511	-7%	-$205K	0.1%	222
2025 Q2	$2.68M	Sell	101,303 -4,487	-4%	-$117K	0.11%	194
2025 Q1	$2.96M	Buy	105,790 +20,530	+24%	+$572K	0.13%	156
2024 Q4	$2.33M	Sell	85,260 -131,469	-61%	-$3.74M	0.12%	186
2024 Q3	$6.11M	Sell	216,729 -69,042	-24%	-$1.88M	0.28%	88
2024 Q2	$7.49M	Sell	285,771 -54,912	-16%	-$1.43M	0.36%	62
2024 Q1	$9.16M	Sell	340,683 -62,784	-16%	-$1.62M	0.43%	49
2023 Q4	$10.2M	Sell	403,467 -98,694	-20%	-$2.35M	0.55%	35
2023 Q3	$11.8M	Sell	502,161 -57,276	-10%	-$1.41M	0.74%	25
2023 Q2	$13.5M	Buy	559,437 +478,746	+593%	+$11.4M	0.75%	18
2023 Q1	$1.97M	Sell	80,691 -497,217	-86%	-$12.4M	0.15%	153
2022 Q4	$14.6M	Buy	577,908 +489,765	+556%	+$12.1M	0.94%	16
2022 Q3	$1.95M	Buy	+88,143	New	+$2.14M	0.2%	141
2022 Q1	–	Sell	-50,709	Closed	-$1.37M	–	438
2021 Q4	$1.37M	Buy	+50,709	New	+$1.32M	0.08%	271
2021 Q2	–	Sell	-141,717	Closed	-$3.64M	–	2307
2021 Q1	$3.64M	Buy	141,717 +89,520	+172%	+$2.04M	0.13%	153
2020 Q4	$1.12M	Sell	52,197 -4,566	-8%	-$92.6K	0.05%	306
2020 Q3	$1.05M	Buy	56,763 +43,908	+342%	+$808K	0.05%	287
2020 Q2	$222K	Buy	12,855 +8,949	+229%	+$151K	0.01%	682
2020 Q1	$59K	Sell	3,906 -113,298	-97%	-$2.03M	﹤0.01%	1000
2019 Q4	$2.26M	Buy	117,204 +24,483	+26%	+$459K	0.17%	127
2019 Q3	$1.69M	Buy	+92,721	New	+$1.66M	0.14%	154
2019 Q1	$5.68M	Buy	326,151 +127,392	+64%	+$2.14M	0.63%	38
2018 Q4	$3.11M	Buy	+198,759	New	+$3.31M	0.44%	49

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

Sowell Financial Services's SCHD Position: Q2 2026 in Review

Sowell Financial Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 20% in Q2 2026, buying an estimated $809K and bringing the position to 153,465 shares worth $4.87M. The position accounts for 0.16% of the portfolio, ranked #135.

Sowell Financial Services first reported a position in SCHD in Q4 2018 and has held it in 26 quarters since. The position peaked at $14.6M in Q4 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sowell Financial Services held 153,465 shares of Schwab US Dividend Equity ETF worth $4.87M as of Q2 2026.
Sowell Financial Services bought 25,506 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $809K.
Schwab US Dividend Equity ETF made up 0.16% of Sowell Financial Services's portfolio in Q2 2026, its #135 holding.
Sowell Financial Services first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 26 quarters since.
Sowell Financial Services's Schwab US Dividend Equity ETF position peaked at $14.6M in Q4 2022.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.