SLP
SCHD icon

Storen Legacy Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Storen Legacy Partners’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 		$707K Sell
22,309
-52
-0.2% -$1.65K 0.19% 60
2026
Q1 		$686K Sell
22,361
-946
-4% -$28.7K 0.22% 58
2025
Q4 		$639K Buy
+23,307
New +$634K 0.2% 37

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

Storen Legacy Partners's SCHD Position: Q2 2026 in Review

Storen Legacy Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.23% in Q2 2026, selling an estimated $1.65K and leaving 22,309 shares worth $707K. The position accounts for 0.19% of the portfolio, ranked #60.

Storen Legacy Partners first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 2,123 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Storen Legacy Partners held 22,309 shares of Schwab US Dividend Equity ETF worth $707K as of Q2 2026.
  • Storen Legacy Partners sold 52 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.65K.
  • Schwab US Dividend Equity ETF made up 0.19% of Storen Legacy Partners's portfolio in Q2 2026, its #60 holding.
  • Storen Legacy Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,123 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Storen Legacy Partners's 13F filing for Q2 2026, filed 17 Jul 2026.