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

Sterling Investment Management’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	$994K	Sell	31,331 -2,039	-6%	-$64.7K	0.54%	36
2026 Q1	$1.02M	Sell	33,370 -208	-0.6%	-$6.31K	0.61%	35
2025 Q4	$921K	Buy	+33,578	New	+$913K	0.52%	43

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 Management's SCHD Position: Q2 2026 in Review

Sterling Investment Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.1% in Q2 2026, selling an estimated $64.7K and leaving 31,331 shares worth $994K. The position accounts for 0.54% of the portfolio, ranked #36.

Sterling Investment Management first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sterling Investment Management held 31,331 shares of Schwab US Dividend Equity ETF worth $994K as of Q2 2026.
Sterling Investment Management sold 2,039 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $64.7K.
Schwab US Dividend Equity ETF made up 0.54% of Sterling Investment Management's portfolio in Q2 2026, its #36 holding.
Sterling Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
Sterling Investment Management's Schwab US Dividend Equity ETF position peaked at $1.02M in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.