Sterling Investment Advisors (Pennsylvania)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$581K	Buy	18,331 +2	+0%	+$63	0.1%	137
2026 Q1	$562K	Buy	18,329 +1	+0%	+$30	0.1%	131
2025 Q4	$503K	Buy	18,328 +3,852	+27%	+$105K	0.09%	143
2025 Q3	$395K	Buy	14,476 +2	+0%	+$55	0.08%	146
2025 Q2	$384K	Buy	14,474 +2	+0%	+$52	0.08%	144
2025 Q1	$405K	Buy	+14,472	New	+$403K	0.1%	134
2022 Q3	–	Sell	-789	Closed	-$19K	–	420
2022 Q2	$19K	Buy	789 +159	+25%	+$4.04K	0.01%	332
2022 Q1	$17K	Hold	630	–	–	﹤0.01%	375
2021 Q4	$17K	Hold	630	–	–	﹤0.01%	385
2021 Q3	$16K	Buy	+630	New	+$16K	﹤0.01%	389

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

Sterling Investment Advisors (Pennsylvania)'s SCHD Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.01% in Q2 2026, buying an estimated $63 and bringing the position to 18,331 shares worth $581K. The position accounts for 0.1% of the portfolio, ranked #137.

Sterling Investment Advisors (Pennsylvania) first reported a position in SCHD in Q3 2021 and has held it in 10 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 18,331 shares of Schwab US Dividend Equity ETF worth $581K as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) bought 2 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $63.
Schwab US Dividend Equity ETF made up 0.1% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #137 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and has held it in 10 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.