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Strategic Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Strategic Advisors’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 		$459K Buy
14,486
+315
+2% +$9.99K 0.1% 116
2026
Q1 		$435K Buy
14,171
+3,926
+38% +$119K 0.07% 144
2025
Q4 		$281K Buy
10,245
+686
+7% +$18.7K 0.04% 160
2025
Q3 		$261K Sell
9,559
-1,154
-11% -$31.5K 0.04% 167
2025
Q2 		$284K Sell
10,713
-4,531
-30% -$118K 0.06% 148
2025
Q1 		$426K Buy
15,244
+672
+5% +$18.7K 0.08% 140
2024
Q4 		$398K Sell
14,572
-5,942
-29% -$169K 0.07% 146
2024
Q3 		$578K Sell
20,514
-5,853
-22% -$159K 0.11% 135
2024
Q2 		$683K Sell
26,367
-2,814
-10% -$73.2K 0.13% 119
2024
Q1 		$784K Buy
29,181
+3
+0% +$78 0.15% 112
2023
Q4 		$740K Sell
29,178
-18,834
-39% -$449K 0.14% 123
2023
Q3 		$1.13M Buy
48,012
+1,068
+2% +$26.2K 0.22% 87
2023
Q2 		$1.14M Buy
46,944
+36,690
+358% +$877K 0.22% 90
2023
Q1 		$250K Sell
10,254
-903
-8% -$22.6K 0.05% 179
2022
Q4 		$281K Sell
11,157
-615
-5% -$15.2K 0.06% 159
2022
Q3 		$260K Sell
11,772
-996
-8% -$24.2K 0.06% 160
2022
Q2 		$304K Buy
12,768
+6
+0% +$153 0.06% 152
2022
Q1 		$335K Buy
12,762
+3,579
+39% +$93.7K 0.06% 157
2021
Q4 		$247K Sell
9,183
-6
-0.1% -$156 0.04% 177
2021
Q3 		$227K Buy
9,189
+9
+0.1% +$229 0.05% 170
2021
Q2 		$231K Buy
9,180
+498
+6% +$12.6K 0.06% 153
2021
Q1 		$211K Buy
+8,682
New +$197K 0.06% 145
2020
Q2 		– Sell
-24,552
Closed -$395K – 159
2020
Q1 		$395K Sell
24,552
-18,708
-43% -$336K 0.17% 98
2019
Q4 		$835K Buy
43,260
+19,110
+79% +$358K 0.29% 82
2019
Q3 		$441K Buy
24,150
+1,539
+7% +$27.5K 0.17% 114
2019
Q2 		$399K Sell
22,611
-324
-1% -$5.7K 0.15% 116
2019
Q1 		$400K Sell
22,935
-3,468
-13% -$58.3K 0.15% 116
2018
Q4 		$413K Sell
26,403
-1,110
-4% -$18.5K 0.18% 95
2018
Q3 		$486K Buy
27,513
+129
+0.5% +$2.23K 0.18% 103
2018
Q2 		$450K Sell
27,384
-9,732
-26% -$160K 0.18% 101
2018
Q1 		$607K Buy
37,116
+399
+1% +$6.8K 0.25% 86
2017
Q4 		$626K Buy
36,717
+1,581
+4% +$26K 0.26% 90
2017
Q3 		$548K Sell
35,136
-1,410
-4% -$21.6K 0.24% 95
2017
Q2 		$549K Sell
36,546
-7,974
-18% -$120K 0.25% 91
2017
Q1 		$662K Sell
44,520
-37,734
-46% -$556K 0.31% 81
2016
Q4 		$1.2M Sell
82,254
-111,459
-58% -$1.58M 0.63% 58
2016
Q3 		$2.73M Buy
193,713
+13,956
+8% +$197K 1.53% 17
2016
Q2 		$2.48M Sell
179,757
-69,114
-28% -$932K 1.43% 19
2016
Q1 		$3.33M Buy
248,871
+2,091
+0.8% +$26.5K 1.89% 10
2015
Q4 		$3.17M Sell
246,780
-7,692
-3% -$99.1K 2.08% 11
2015
Q3 		$3.05M Sell
254,472
-219,849
-46% -$2.75M 2.12% 9
2015
Q2 		$6.05M Buy
474,321
+109,308
+30% +$1.45M 3.86% 1
2015
Q1 		$4.66M Sell
365,013
-79,404
-18% -$1.06M 2.98% 4
2014
Q4 		$5.9M Buy
444,417
+87,792
+25% +$1.15M 3.85% 1
2014
Q3 		$4.58M Sell
356,625
-8,388
-2% -$108K 3.01% 4
2014
Q2 		$4.66M Buy
365,013
+39,465
+12% +$495K 2.98% 4
2014
Q1 		$4M Buy
325,548
+56,364
+21% +$676K 2.68% 4
2013
Q4 		$3.29M Buy
269,184
+62,472
+30% +$737K 2.24% 7
2013
Q3 		$2.32M Buy
206,712
+47,007
+29% +$530K 1.9% 10
2013
Q2 		$1.75M Buy
+159,705
New +$1.75M 1.57% 17

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

Strategic Advisors's SCHD Position: Q2 2026 in Review

Strategic Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.2% in Q2 2026, buying an estimated $9.99K and bringing the position to 14,486 shares worth $459K. The position accounts for 0.1% of the portfolio, ranked #116.

Strategic Advisors first reported a position in SCHD in Q2 2013 and has held it in 50 quarters since. The position peaked at $6.05M in Q2 2015. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Strategic Advisors held 14,486 shares of Schwab US Dividend Equity ETF worth $459K as of Q2 2026.
  • Strategic Advisors bought 315 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $9.99K.
  • Schwab US Dividend Equity ETF made up 0.1% of Strategic Advisors's portfolio in Q2 2026, its #116 holding.
  • Strategic Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2013 and has held it in 50 quarters since.
  • Strategic Advisors's Schwab US Dividend Equity ETF position peaked at $6.05M in Q2 2015.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.