Stephens Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Stephens Inc’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	$59.3M	Buy	1,868,823 +61,061	+3%	+$1.94M	0.66%	26
2026 Q1	$55.5M	Buy	1,807,762 +99,254	+6%	+$3.01M	0.69%	27
2025 Q4	$46.9M	Buy	1,708,508 +383,398	+29%	+$10.4M	0.58%	27
2025 Q3	$36.2M	Buy	1,325,110 +6,477	+0.5%	+$177K	0.46%	44
2025 Q2	$34.9M	Buy	1,318,633 +328,371	+33%	+$8.58M	0.48%	43
2025 Q1	$27.7M	Buy	990,262 +65,980	+7%	+$1.84M	0.41%	57
2024 Q4	$25.3M	Buy	924,282 +137,424	+17%	+$3.91M	0.35%	69
2024 Q3	$22.2M	Buy	786,858 +110,439	+16%	+$3.01M	0.31%	76
2024 Q2	$17.5M	Buy	676,419 +56,550	+9%	+$1.47M	0.27%	89
2024 Q1	$16.7M	Buy	619,869 +35,811	+6%	+$925K	0.26%	91
2023 Q4	$14.8M	Buy	584,058 +220,938	+61%	+$5.26M	0.26%	92
2023 Q3	$8.56M	Buy	363,120 +162,420	+81%	+$3.99M	0.16%	140
2023 Q2	$4.86M	Buy	200,700 +70,977	+55%	+$1.7M	0.09%	234
2023 Q1	$3.16M	Buy	129,723 +35,790	+38%	+$895K	0.06%	298
2022 Q4	$2.37M	Buy	93,933 +30,441	+48%	+$751K	0.05%	333
2022 Q3	$1.41M	Buy	63,492 +12,144	+24%	+$295K	0.03%	446
2022 Q2	$1.23M	Buy	51,348 +2,388	+5%	+$60.7K	0.02%	481
2022 Q1	$1.29M	Buy	48,960 +16,383	+50%	+$429K	0.02%	526
2021 Q4	$878K	Buy	32,577 +1,890	+6%	+$49.1K	0.01%	667
2021 Q3	$759K	Buy	30,687 +3,420	+13%	+$86.9K	0.01%	736
2021 Q2	$687K	Buy	27,267 +4,125	+18%	+$104K	0.01%	770
2021 Q1	$563K	Buy	+23,142	New	+$526K	0.01%	805

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

Stephens Inc's SCHD Position: Q2 2026 in Review

Stephens Inc increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.4% in Q2 2026, buying an estimated $1.94M and bringing the position to 1,868,823 shares worth $59.3M. The position accounts for 0.66% of the portfolio, ranked #26.

Stephens Inc first reported a position in SCHD in Q1 2021 and has held it in 22 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Stephens Inc held 1,868,823 shares of Schwab US Dividend Equity ETF worth $59.3M as of Q2 2026.
Stephens Inc bought 61,061 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.94M.
Schwab US Dividend Equity ETF made up 0.66% of Stephens Inc's portfolio in Q2 2026, its #26 holding.
Stephens Inc first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 22 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.