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StoneX Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

StoneX Group’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 		$2.69M Sell
84,911
-34,081
-29% -$1.08M 0.11% 152
2026
Q1 		$3.65M Buy
118,992
+5,620
+5% +$170K 0.2% 87
2025
Q4 		$3.11M Buy
113,372
+146
+0.1% +$3.97K 0.14% 123
2025
Q3 		$3.09M Buy
113,226
+8,127
+8% +$222K 0.13% 138
2025
Q2 		$2.79M Sell
105,099
-12,067
-10% -$315K 0.14% 132
2025
Q1 		$3.28M Buy
117,166
+8,376
+8% +$233K 0.18% 115
2024
Q4 		$2.97M Buy
108,790
+67,972
+167% +$1.93M 0.16% 121
2024
Q3 		$1.15M Buy
40,818
+1,866
+5% +$50.8K 0.08% 199
2024
Q2 		$1.02M Sell
38,952
-1,098
-3% -$28.6K 0.08% 201
2024
Q1 		$1.08M Buy
40,050
+3,378
+9% +$87.3K 0.1% 188
2023
Q4 		$931K Buy
36,672
+6,393
+21% +$152K 0.09% 191
2023
Q3 		$714K Sell
30,279
-231
-0.8% -$5.67K 0.08% 225
2023
Q2 		$739K Buy
30,510
+6,177
+25% +$148K 0.08% 226
2023
Q1 		$593K Buy
24,333
+2,193
+10% +$54.8K 0.06% 271
2022
Q4 		$558K Sell
22,140
-1,383
-6% -$34.1K 0.07% 270
2022
Q3 		$521K Sell
23,523
-1,935
-8% -$47K 0.07% 264
2022
Q2 		$608K Buy
25,458
+2,688
+12% +$68.4K 0.07% 249
2022
Q1 		$599K Buy
22,770
+3,291
+17% +$86.2K 0.05% 317
2021
Q4 		$525K Buy
19,479
+972
+5% +$25.3K 0.06% 290
2021
Q3 		$458K Buy
18,507
+4,212
+29% +$107K 0.07% 275
2021
Q2 		$360K Buy
+14,295
New +$361K 0.05% 310

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

StoneX Group's SCHD Position: Q2 2026 in Review

StoneX Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 29% in Q2 2026, selling an estimated $1.08M and leaving 84,911 shares worth $2.69M. The position accounts for 0.11% of the portfolio, ranked #152.

StoneX Group first reported a position in SCHD in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.65M in Q1 2026. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • StoneX Group held 84,911 shares of Schwab US Dividend Equity ETF worth $2.69M as of Q2 2026.
  • StoneX Group sold 34,081 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.08M.
  • Schwab US Dividend Equity ETF made up 0.11% of StoneX Group's portfolio in Q2 2026, its #152 holding.
  • StoneX Group first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • StoneX Group's Schwab US Dividend Equity ETF position peaked at $3.65M in Q1 2026.
  • 2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.