Stifel Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $73.7M | Buy |
2,324,517
+19,079
| +0.8% | +$605K | 0.06% | 300 |
|
|
2026
Q1 | $70.7M | Buy |
2,305,438
+56,636
| +3% | +$1.72M | 0.07% | 287 |
|
|
2025
Q4 | $61.7M | Buy |
2,248,802
+27,340
| +1% | +$743K | 0.06% | 324 |
|
|
2025
Q3 | $60.6M | Sell |
2,221,462
-21,640
| -1% | -$590K | 0.06% | 326 |
|
|
2025
Q2 | $59.4M | Buy |
2,243,102
+35,157
| +2% | +$918K | 0.06% | 317 |
|
|
2025
Q1 | $61.7M | Buy |
2,207,945
+17,314
| +0.8% | +$483K | 0.07% | 280 |
|
|
2024
Q4 | $59.8M | Sell |
2,190,631
-66,647
| -3% | -$1.89M | 0.06% | 292 |
|
|
2024
Q3 | $63.6M | Sell |
2,257,278
-162,546
| -7% | -$4.43M | 0.07% | 279 |
|
|
2024
Q2 | $62.7M | Sell |
2,419,824
-216,792
| -8% | -$5.64M | 0.07% | 267 |
|
|
2024
Q1 | $70.9M | Sell |
2,636,616
-29,052
| -1% | -$751K | 0.08% | 244 |
|
|
2023
Q4 | $67.6M | Sell |
2,665,668
-403,656
| -13% | -$9.62M | 0.09% | 233 |
|
|
2023
Q3 | $72.4M | Sell |
3,069,324
-97,080
| -3% | -$2.38M | 0.1% | 208 |
|
|
2023
Q2 | $76.6M | Buy |
3,166,404
+162,576
| +5% | +$3.88M | 0.1% | 201 |
|
|
2023
Q1 | $73.3M | Buy |
3,003,828
+432,741
| +17% | +$10.8M | 0.11% | 202 |
|
|
2022
Q4 | $64.7M | Buy |
2,571,087
+947,325
| +58% | +$23.4M | 0.1% | 215 |
|
|
2022
Q3 | $36M | Buy |
1,623,762
+341,622
| +27% | +$8.3M | 0.06% | 287 |
|
|
2022
Q2 | $30.6M | Buy |
1,282,140
+387,021
| +43% | +$9.85M | 0.05% | 330 |
|
|
2022
Q1 | $23.5M | Buy |
895,119
+17,361
| +2% | +$455K | 0.03% | 456 |
|
|
2021
Q4 | $23.6M | Buy |
877,758
+476,268
| +119% | +$12.4M | 0.03% | 450 |
|
|
2021
Q3 | $9.94M | Buy |
401,490
+127,608
| +47% | +$3.24M | 0.01% | 717 |
|
|
2021
Q2 | $6.91M | Buy |
273,882
+37,620
| +16% | +$950K | 0.01% | 859 |
|
|
2021
Q1 | $5.74M | Buy |
236,262
+114,624
| +94% | +$2.61M | 0.01% | 879 |
|
|
2020
Q4 | $2.6M | Buy |
121,638
+46,362
| +62% | +$940K | ﹤0.01% | 1230 |
|
|
2020
Q3 | $1.39M | Sell |
75,276
-8,394
| -10% | -$154K | ﹤0.01% | 1415 |
|
|
2020
Q2 | $1.44M | Buy |
83,670
+22,095
| +36% | +$373K | ﹤0.01% | 1332 |
|
|
2020
Q1 | $923K | Buy |
61,575
+13,143
| +27% | +$236K | ﹤0.01% | 1484 |
|
|
2019
Q4 | $934K | Buy |
48,432
+10,476
| +28% | +$196K | ﹤0.01% | 1881 |
|
|
2019
Q3 | $692K | Buy |
37,956
+3,984
| +12% | +$71.3K | ﹤0.01% | 1981 |
|
|
2019
Q2 | $600K | Buy |
33,972
+6,081
| +22% | +$107K | ﹤0.01% | 2118 |
|
|
2019
Q1 | $486K | Buy |
27,891
+8,499
| +44% | +$143K | ﹤0.01% | 2086 |
|
|
2018
Q4 | $303K | Buy |
19,392
+2,133
| +12% | +$35.5K | ﹤0.01% | 2223 |
|
|
2018
Q3 | $304K | Sell |
17,259
-78
| -0.4% | -$1.35K | ﹤0.01% | 2356 |
|
|
2018
Q2 | $287K | Sell |
17,337
-315
| -2% | -$5.18K | ﹤0.01% | 2326 |
|
|
2018
Q1 | $290K | Buy |
17,652
+1,965
| +13% | +$33.5K | ﹤0.01% | 2273 |
|
|
2017
Q4 | $267K | Buy |
+15,687
| New | +$258K | ﹤0.01% | 2269 |
|
|
2017
Q1 | – | Sell |
-16,893
| Closed | -$245K | – | 2598 |
|
|
2016
Q4 | $245K | Buy |
16,893
+2,562
| +18% | +$36.4K | ﹤0.01% | 2154 |
|
|
2016
Q3 | $202K | Sell |
14,331
-2,160
| -13% | -$30.5K | ﹤0.01% | 2181 |
|
|
2016
Q2 | $229K | Buy |
+16,491
| New | +$222K | ﹤0.01% | 2191 |
|
Other funds holding SCHD
SLI
RIM
WANY
Stifel Financial's SCHD Position: Q2 2026 in Review
Stifel Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.83% in Q2 2026, buying an estimated $605K and bringing the position to 2,324,517 shares worth $73.7M. The position accounts for 0.06% of the portfolio, ranked #300.
Stifel Financial first reported a position in SCHD in Q2 2016 and has held it in 38 quarters since. The position peaked at $76.6M in Q2 2023. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.
- Stifel Financial held 2,324,517 shares of Schwab US Dividend Equity ETF worth $73.7M as of Q2 2026.
- Stifel Financial bought 19,079 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $605K.
- Schwab US Dividend Equity ETF made up 0.06% of Stifel Financial's portfolio in Q2 2026, its #300 holding.
- Stifel Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2016 and has held it in 38 quarters since.
- Stifel Financial's Schwab US Dividend Equity ETF position peaked at $76.6M in Q2 2023.
- 2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.
Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.