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Studio Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Studio Investment 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 		$433K Sell
13,641
-156
-1% -$4.95K 0.07% 137
2026
Q1 		$423K Buy
13,797
+167
+1% +$5.07K 0.08% 129
2025
Q4 		$374K Buy
13,630
+630
+5% +$17.1K 0.07% 138
2025
Q3 		$355K Sell
13,000
-455
-3% -$12.4K 0.07% 138
2025
Q2 		$357K Buy
13,455
+1,016
+8% +$26.5K 0.07% 142
2025
Q1 		$348K Buy
12,439
+2,777
+29% +$77.4K 0.07% 138
2024
Q4 		$264K Buy
9,662
+368
+4% +$10.5K 0.06% 151
2024
Q3 		$262K Sell
9,294
-141
-1% -$3.84K 0.06% 151
2024
Q2 		$250K Buy
9,435
+2,772
+42% +$72.2K 0.06% 145
2024
Q1 		$179K Buy
6,663
+1,809
+37% +$46.7K 0.04% 157
2023
Q4 		$123K Buy
4,854
+495
+11% +$11.8K 0.03% 159
2023
Q3 		$103K Buy
4,359
+294
+7% +$7.21K 0.03% 159
2023
Q2 		$98.4K Buy
4,065
+558
+16% +$13.3K 0.03% 152
2023
Q1 		$85.5K Buy
3,507
+486
+16% +$12.2K 0.03% 132
2022
Q4 		$76.1K Buy
3,021
+15
+0.5% +$370 0.02% 128
2022
Q3 		$66.6K Sell
3,006
-69
-2% -$1.68K 0.02% 131
2022
Q2 		$73K Buy
+3,075
New +$78.2K 0.03% 134

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

Studio Investment Management's SCHD Position: Q2 2026 in Review

Studio Investment Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.1% in Q2 2026, selling an estimated $4.95K and leaving 13,641 shares worth $433K. The position accounts for 0.07% of the portfolio, ranked #137.

Studio Investment Management first reported a position in SCHD in Q2 2022 and has held it in 17 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Studio Investment Management held 13,641 shares of Schwab US Dividend Equity ETF worth $433K as of Q2 2026.
  • Studio Investment Management sold 156 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.95K.
  • Schwab US Dividend Equity ETF made up 0.07% of Studio Investment Management's portfolio in Q2 2026, its #137 holding.
  • Studio Investment Management first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.