Stonehearth Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Stonehearth Capital 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	$30.7M	Buy	969,332 +326,071	+51%	+$10.3M	10.49%	2
2026 Q1	$19.7M	Sell	643,261 -3,558	-0.6%	-$108K	7.82%	4
2025 Q4	$17.7M	Buy	646,819 +30,403	+5%	+$827K	6.56%	4
2025 Q3	$16.8M	Buy	616,416 +58,613	+11%	+$1.6M	6.51%	4
2025 Q2	$14.8M	Sell	557,803 -76,182	-12%	-$1.99M	6.12%	5
2025 Q1	$17.7M	Buy	633,985 +23,630	+4%	+$659K	7.34%	4
2024 Q4	$16.7M	Buy	610,355 +17,666	+3%	+$502K	6.69%	4
2024 Q3	$16.7M	Buy	592,689 +319,212	+117%	+$8.7M	6.64%	4
2024 Q2	$7.09M	Buy	+273,477	New	+$7.12M	3.04%	10

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

Stonehearth Capital Management's SCHD Position: Q2 2026 in Review

Stonehearth Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 51% in Q2 2026, buying an estimated $10.3M and bringing the position to 969,332 shares worth $30.7M. The position accounts for 10.49% of the portfolio, ranked #2.

Stonehearth Capital Management first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Stonehearth Capital Management held 969,332 shares of Schwab US Dividend Equity ETF worth $30.7M as of Q2 2026.
Stonehearth Capital Management bought 326,071 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $10.3M.
Schwab US Dividend Equity ETF made up 10.49% of Stonehearth Capital Management's portfolio in Q2 2026, its #2 holding.
Stonehearth Capital Management first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.