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

Sunesis 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	$952K	Hold	30,009	–	–	0.39%	28
2026 Q1	$921K	Hold	30,009	–	–	0.42%	26
2025 Q4	$823K	Hold	30,009	–	–	0.37%	28
2025 Q3	$819K	Buy	+30,009	New	+$819K	0.38%	28
2025 Q1	$850K	Buy	30,414 +4	+0%	+$112	0.46%	29
2024 Q4	$831K	Buy	30,410 +2	+0%	+$57	0.51%	26
2024 Q3	$857K	Buy	30,408 +9	+0%	+$245	0.52%	28
2024 Q2	$788K	Hold	30,399	–	–	0.47%	31
2024 Q1	$817K	Buy	+30,399	New	+$785K	0.48%	33

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

Sunesis Advisors's SCHD Position: Q2 2026 in Review

Sunesis Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 30,009 shares worth $952K. The position accounts for 0.39% of the portfolio, ranked #28.

Sunesis Advisors first reported a position in SCHD in Q1 2024 and has held it in 9 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sunesis Advisors held 30,009 shares of Schwab US Dividend Equity ETF worth $952K as of Q2 2026.
Sunesis Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.39% of Sunesis Advisors's portfolio in Q2 2026, its #28 holding.
Sunesis Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 9 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.