Steward Partners Investment Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Steward Partners Investment Advisory’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	$54.5M	Buy	1,719,889 +118,317	+7%	+$3.75M	0.28%	64
2026 Q1	$49.1M	Buy	1,601,572 +40,424	+3%	+$1.23M	0.25%	70
2025 Q4	$42.8M	Sell	1,561,148 -474,533	-23%	-$12.9M	0.23%	84
2025 Q3	$55.6M	Sell	2,035,681 -12,124	-0.6%	-$331K	0.32%	59
2025 Q2	$54.3M	Sell	2,047,805 -27,570	-1%	-$720K	0.42%	44
2025 Q1	$58M	Sell	2,075,375 -55,735	-3%	-$1.55M	0.51%	34
2024 Q4	$58.2M	Buy	2,131,110 +132,552	+7%	+$3.77M	0.52%	30
2024 Q3	$56.3M	Buy	1,998,558 +35,547	+2%	+$968K	0.52%	34
2024 Q2	$50.9M	Buy	1,963,011 +170,988	+10%	+$4.45M	0.54%	32
2024 Q1	$48.2M	Buy	1,792,023 +577,986	+48%	+$14.9M	0.53%	33
2023 Q4	$30.8M	Buy	1,214,037 +480,120	+65%	+$11.4M	0.42%	50
2023 Q3	$17.3M	Buy	733,917 +13,602	+2%	+$334K	0.27%	81
2023 Q2	$17.4M	Sell	720,315 -302,205	-30%	-$7.22M	0.26%	85
2023 Q1	$24.9M	Buy	1,022,520 +146,490	+17%	+$3.66M	0.4%	51
2022 Q4	$22.1M	Buy	876,030 +101,859	+13%	+$2.51M	0.38%	55
2022 Q3	$17.1M	Buy	774,171 +89,814	+13%	+$2.18M	0.32%	66
2022 Q2	$16.3M	Buy	684,357 +13,503	+2%	+$344K	0.3%	76
2022 Q1	$17.6M	Buy	670,854 +82,794	+14%	+$2.17M	0.27%	80
2021 Q4	$15.8M	Buy	588,060 +38,949	+7%	+$1.01M	0.24%	97
2021 Q3	$13.6M	Buy	549,111 +169,914	+45%	+$4.32M	0.23%	96
2021 Q2	$9.56M	Buy	379,197 +201,480	+113%	+$5.09M	0.16%	139
2021 Q1	$4.32M	Buy	177,717 +123,102	+225%	+$2.8M	0.08%	275
2020 Q4	$1.17M	Buy	54,615 +7,971	+17%	+$162K	0.03%	516
2020 Q3	$860K	Buy	46,644 +19,197	+70%	+$353K	0.02%	524
2020 Q2	$473K	Buy	27,447 +22,119	+415%	+$374K	0.01%	643
2020 Q1	$79K	Sell	5,328 -3,636	-41%	-$65.3K	﹤0.01%	1088
2019 Q4	$173K	Hold	8,964	–	–	0.01%	925
2019 Q3	$163K	Hold	8,964	–	–	0.01%	908
2019 Q2	$158K	Buy	+8,964	New	+$158K	0.01%	890
2018 Q4	–	Sell	-4,731	Closed	-$84K	–	1898
2018 Q3	$84K	Buy	4,731 +792	+20%	+$13.7K	﹤0.01%	988
2018 Q2	$65K	Buy	+3,939	New	+$64.8K	﹤0.01%	995

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

Steward Partners Investment Advisory's SCHD Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.4% in Q2 2026, buying an estimated $3.75M and bringing the position to 1,719,889 shares worth $54.5M. The position accounts for 0.28% of the portfolio, ranked #64.

Steward Partners Investment Advisory first reported a position in SCHD in Q2 2018 and has held it in 31 quarters since. The position peaked at $58.2M in Q4 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Steward Partners Investment Advisory held 1,719,889 shares of Schwab US Dividend Equity ETF worth $54.5M as of Q2 2026.
Steward Partners Investment Advisory bought 118,317 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.75M.
Schwab US Dividend Equity ETF made up 0.28% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #64 holding.
Steward Partners Investment Advisory first reported a position in Schwab US Dividend Equity ETF in Q2 2018 and has held it in 31 quarters since.
Steward Partners Investment Advisory's Schwab US Dividend Equity ETF position peaked at $58.2M in Q4 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.