Stonebridge Financial Group (Pennsylvania)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Stonebridge Financial Group (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	$255K	Hold	8,055	–	–	0.02%	239
2026 Q1	$247K	Buy	+8,055	New	+$244K	0.02%	230
2025 Q2	–	Sell	-4,806	Closed	-$134K	–	808
2025 Q1	$134K	Buy	4,806 +63	+1%	+$1.76K	0.01%	260
2024 Q4	$130K	Buy	+4,743	New	+$135K	0.01%	260

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SCHD Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 8,055 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #239.

Stonebridge Financial Group (Pennsylvania) first reported a position in SCHD in Q4 2024 and has held it in 4 quarters since. 1,917 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 8,055 shares of Schwab US Dividend Equity ETF worth $255K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #239 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 4 quarters since.
1,917 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.