Summit Securities Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Summit Securities Group’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	$6.34K	Buy	+200	New	+$6.34K	﹤0.01%	928
2026 Q1	–	Sell	-3,400	Closed	-$93.3K	–	1332
2025 Q4	$93.3K	Buy	+3,400	New	+$92.4K	0.01%	482
2025 Q3	–	Sell	-1,600	Closed	-$42.4K	–	1310
2025 Q2	$42.4K	Buy	+1,600	New	+$41.8K	0.01%	557
2025 Q1	–	Sell	-1,200	Closed	-$32.8K	–	1065
2024 Q4	$32.8K	Buy	+1,200	New	+$34.1K	0.01%	336
2024 Q2	–	Sell	-8,400	Closed	-$226K	–	765
2024 Q1	$226K	Buy	+8,400	New	+$217K	0.04%	144
2023 Q1	–	Sell	-5,100	Closed	-$128K	–	1226
2022 Q4	$128K	Sell	5,100 -300	-6%	-$7.41K	﹤0.01%	552
2022 Q3	$120K	Buy	+5,400	New	+$131K	0.01%	497

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

Summit Securities Group's SCHD Position: Q2 2026 in Review

Summit Securities Group opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 200 shares worth $6.34K. The stake represents ﹤0.01% of the portfolio and ranks #928 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in SCHD as recently as Q4 2025.

Summit Securities Group first reported a position in SCHD in Q3 2022 and has held it in 7 quarters since. The position peaked at $226K in Q1 2024. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Summit Securities Group held 200 shares of Schwab US Dividend Equity ETF worth $6.34K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Summit Securities Group position in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #928 holding.
Summit Securities Group first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 7 quarters since.
Summit Securities Group's Schwab US Dividend Equity ETF position peaked at $226K in Q1 2024.
2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.