Steigerwald Gordon & Koch’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Steigerwald Gordon & Koch’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	$135K	Buy	4,250 +17	+0.4%	+$539	0.01%	182
2026 Q1	$130K	Buy	4,233 +1,792	+73%	+$54.4K	0.01%	182
2025 Q4	$67K	Sell	2,441 -564	-19%	-$15.3K	0.01%	275
2025 Q3	$82K	Buy	+3,005	New	+$82K	0.01%	231

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

Steigerwald Gordon & Koch's SCHD Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.4% in Q2 2026, buying an estimated $539 and bringing the position to 4,250 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #182.

Steigerwald Gordon & Koch first reported a position in SCHD in Q3 2025 and has held it in 4 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Steigerwald Gordon & Koch held 4,250 shares of Schwab US Dividend Equity ETF worth $135K as of Q2 2026.
Steigerwald Gordon & Koch bought 17 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $539.
Schwab US Dividend Equity ETF made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #182 holding.
Steigerwald Gordon & Koch first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 4 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.