Successful Portfolios’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Successful Portfolios’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	$975K	Buy	30,103 +3,246	+12%	+$103K	0.46%	49
2026 Q1	$824K	Buy	26,857 +3,293	+14%	+$99.9K	0.45%	54
2025 Q4	$673K	Buy	23,564 +7,789	+49%	+$212K	0.34%	68
2025 Q3	$431K	Buy	15,775 +1,403	+10%	+$38.3K	0.25%	83
2025 Q2	$381K	Sell	14,372 -466	-3%	-$12.2K	0.23%	91
2025 Q1	$415K	Sell	14,838 -232	-2%	-$6.47K	0.28%	81
2024 Q4	$412K	Sell	15,070 -74	-0.5%	-$2.1K	0.28%	76
2024 Q3	$427K	Sell	15,144 -213	-1%	-$5.8K	0.29%	75
2024 Q2	$398K	Buy	15,357 +1,932	+14%	+$50.3K	0.28%	76
2024 Q1	$361K	Buy	13,425 +1,209	+10%	+$31.2K	0.25%	95
2023 Q4	$310K	Buy	+12,216	New	+$291K	0.23%	103
2023 Q3	–	Sell	-8,394	Closed	-$203K	–	159
2023 Q2	$203K	Sell	8,394 -9,951	-54%	-$238K	0.18%	142
2023 Q1	$447K	Sell	18,345 -993	-5%	-$24.8K	0.28%	91
2022 Q4	$487K	Buy	19,338 +4,896	+34%	+$121K	0.32%	81
2022 Q3	$320K	Sell	14,442 -543	-4%	-$13.2K	0.23%	111
2022 Q2	$358K	Buy	14,985 +1,488	+11%	+$37.9K	0.24%	109
2022 Q1	$355K	Buy	13,497 +1,902	+16%	+$49.8K	0.2%	126
2021 Q4	$312K	Buy	11,595 +300	+3%	+$7.79K	0.17%	141
2021 Q3	$280K	Buy	11,295 +165	+1%	+$4.19K	0.17%	148
2021 Q2	$281K	Buy	11,130 +117	+1%	+$2.95K	0.17%	151
2021 Q1	$268K	Sell	11,013 -864	-7%	-$19.7K	0.18%	145
2020 Q4	$254K	Sell	11,877 -5,082	-30%	-$103K	0.18%	140
2020 Q3	$313K	Sell	16,959 -822	-5%	-$15.1K	0.25%	108
2020 Q2	$307K	Buy	17,781 +27	+0.2%	+$456	0.27%	102
2020 Q1	$266K	Buy	17,754 +2,118	+14%	+$38K	0.27%	102
2019 Q4	$302K	Sell	15,636 -2,043	-12%	-$38.3K	0.27%	105
2019 Q3	$323K	Sell	17,679 -2,538	-13%	-$45.4K	0.3%	94
2019 Q2	$358K	Sell	20,217 -4,095	-17%	-$72K	0.38%	78
2019 Q1	$424K	Buy	24,312 +5,598	+30%	+$94.1K	0.46%	65
2018 Q4	$293K	Sell	18,714 -3,468	-16%	-$57.8K	0.37%	83
2018 Q3	$392K	Buy	+22,182	New	+$384K	0.43%	73

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

Successful Portfolios's SCHD Position: Q2 2026 in Review

Successful Portfolios increased its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q2 2026, buying an estimated $103K and bringing the position to 30,103 shares worth $975K. The position accounts for 0.46% of the portfolio, ranked #49.

Successful Portfolios first reported a position in SCHD in Q3 2018 and has held it in 31 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Successful Portfolios held 30,103 shares of Schwab US Dividend Equity ETF worth $975K as of Q2 2026.
Successful Portfolios bought 3,246 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $103K.
Schwab US Dividend Equity ETF made up 0.46% of Successful Portfolios's portfolio in Q2 2026, its #49 holding.
Successful Portfolios first reported a position in Schwab US Dividend Equity ETF in Q3 2018 and has held it in 31 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.