Stokes Family Office’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Stokes Family Office’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	$492K	Hold	15,510	–	–	0.06%	190
2026 Q1	$476K	Sell	15,510 -925	-6%	-$28.1K	0.05%	189
2025 Q4	$451K	Sell	16,435 -67,136	-80%	-$1.83M	0.04%	206
2025 Q3	$2.28M	Buy	83,571 +136	+0.2%	+$3.71K	0.22%	90
2025 Q2	$2.21M	Buy	83,435 +1,266	+2%	+$33.1K	0.23%	84
2025 Q1	$2.3M	Sell	82,169 -15,269	-16%	-$426K	0.26%	78
2024 Q4	$2.66M	Buy	97,438 +86,185	+766%	+$2.45M	0.28%	75
2024 Q3	$317K	Buy	11,253 +30	+0.3%	+$817	0.03%	187
2024 Q2	$291K	Buy	11,223 +2,250	+25%	+$58.6K	0.03%	190
2024 Q1	$241K	Buy	8,973 +12	+0.1%	+$310	0.03%	206
2023 Q4	$227K	Hold	8,961	–	–	0.03%	198
2023 Q3	$211K	Hold	8,961	–	–	0.02%	298
2023 Q2	$217K	Buy	+8,961	New	+$214K	0.03%	282
2022 Q2	–	Sell	-7,668	Closed	-$202K	–	289
2022 Q1	$202K	Buy	7,668 +168	+2%	+$4.4K	0.03%	244
2021 Q4	$202K	Buy	+7,500	New	+$195K	0.03%	240

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

Stokes Family Office's SCHD Position: Q2 2026 in Review

Stokes Family Office held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 15,510 shares worth $492K. The position accounts for 0.06% of the portfolio, ranked #190.

Stokes Family Office first reported a position in SCHD in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.66M in Q4 2024. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Stokes Family Office held 15,510 shares of Schwab US Dividend Equity ETF worth $492K as of Q2 2026.
Stokes Family Office left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.06% of Stokes Family Office's portfolio in Q2 2026, its #190 holding.
Stokes Family Office first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 15 quarters since.
Stokes Family Office's Schwab US Dividend Equity ETF position peaked at $2.66M in Q4 2024.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.