Squire Investment Management Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Squire Investment Management Company’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	$1.36M	Buy	42,885 +5	+0%	+$159	0.33%	39
2026 Q1	$1.32M	Buy	42,880 +8	+0%	+$243	0.37%	34
2025 Q4	$1.18M	Buy	42,872 +5,432	+15%	+$148K	0.36%	37
2025 Q3	$1.02M	Buy	37,440 +3,081	+9%	+$84.1K	0.33%	41
2025 Q2	$911K	Buy	34,359 +1,894	+6%	+$49.5K	0.34%	40
2025 Q1	$908K	Sell	32,465 -369	-1%	-$10.3K	0.38%	36
2024 Q4	$897K	Buy	32,834 +10,790	+49%	+$307K	0.39%	34
2024 Q3	$621K	Buy	22,044 +3,612	+20%	+$98.4K	0.3%	42
2024 Q2	$478K	Hold	18,432	–	–	0.27%	41
2024 Q1	$495K	Buy	18,432 +2,052	+13%	+$53K	0.31%	38
2023 Q4	$416K	Buy	+16,380	New	+$390K	0.34%	37

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

Squire Investment Management Company's SCHD Position: Q2 2026 in Review

Squire Investment Management Company increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.01% in Q2 2026, buying an estimated $159 and bringing the position to 42,885 shares worth $1.36M. The position accounts for 0.33% of the portfolio, ranked #39.

Squire Investment Management Company first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 1,787 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Squire Investment Management Company held 42,885 shares of Schwab US Dividend Equity ETF worth $1.36M as of Q2 2026.
Squire Investment Management Company bought 5 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $159.
Schwab US Dividend Equity ETF made up 0.33% of Squire Investment Management Company's portfolio in Q2 2026, its #39 holding.
Squire Investment Management Company first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
1,787 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.