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

Strategic Investment Solutions’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	$4.26M	Buy	132,920 +25,684	+24%	+$815K	0.97%	26
2026 Q1	$3.29M	Sell	107,236 -13,032	-11%	-$395K	0.79%	29
2025 Q4	$3.3M	Sell	120,268 -21,721	-15%	-$591K	0.79%	27
2025 Q3	$3.88M	Sell	141,989 -21,847	-13%	-$596K	1.03%	22
2025 Q2	$4.34M	Sell	163,836 -29,810	-15%	-$778K	1.31%	17
2025 Q1	$5.41M	Sell	193,646 -77,450	-29%	-$2.16M	1.57%	17
2024 Q4	$14.8M	Sell	271,096 -21,881	-7%	-$622K	4.95%	4
2024 Q3	$8.26M	Buy	292,977 +5,202	+2%	+$142K	2.47%	10
2024 Q2	$7.71M	Buy	+287,775	New	+$7.49M	2.49%	10
2023 Q4	$15.5M	Sell	609,027 -21,538,212	-97%	-$513M	2.68%	5
2023 Q3	$544M	Buy	22,147,239 +21,751,236	+5,493%	+$534M	6.71%	2
2023 Q2	$9.22M	Sell	396,003 -928,890	-70%	-$22.2M	1.89%	6
2023 Q1	$32.3M	Buy	1,324,893 +36,909	+3%	+$923K	6.33%	2
2022 Q4	$33.5M	Buy	+1,287,984	New	+$31.8M	16.53%	1

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

Strategic Investment Solutions's SCHD Position: Q2 2026 in Review

Strategic Investment Solutions increased its Schwab US Dividend Equity ETF (SCHD) stake by 24% in Q2 2026, buying an estimated $815K and bringing the position to 132,920 shares worth $4.26M. The position accounts for 0.97% of the portfolio, ranked #26.

Strategic Investment Solutions first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $544M in Q3 2023. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Strategic Investment Solutions held 132,920 shares of Schwab US Dividend Equity ETF worth $4.26M as of Q2 2026.
Strategic Investment Solutions bought 25,684 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $815K.
Schwab US Dividend Equity ETF made up 0.97% of Strategic Investment Solutions's portfolio in Q2 2026, its #26 holding.
Strategic Investment Solutions first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's Schwab US Dividend Equity ETF position peaked at $544M in Q3 2023.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.