SW
SCHD icon

SVB Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

SVB Wealth’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 		$714K Sell
22,531
-775
-3% -$24.6K 0.05% 225
2026
Q1 		$715K Sell
23,306
-13,443
-37% -$408K 0.05% 226
2025
Q4 		$1.01M Sell
36,749
-17,308
-32% -$471K 0.06% 208
2025
Q3 		$1.48M Sell
54,057
-5,632
-9% -$154K 0.08% 183
2025
Q2 		$1.58M Buy
+59,689
New +$1.56M 0.08% 178
2025
Q1 		– Sell
-145,956
Closed -$3.99M – 1743
2024
Q4 		$3.99M Buy
+145,956
New +$4.15M 0.07% 156
2024
Q3 		– Sell
-224,631
Closed -$5.82M – 493
2024
Q2 		$5.82M Sell
224,631
-152,139
-40% -$3.96M 0.14% 138
2024
Q1 		$10.1M Buy
376,770
+52,065
+16% +$1.35M 0.23% 111
2023
Q4 		$8.24M Sell
324,705
-545,376
-63% -$13M 0.2% 118
2023
Q3 		$20.5M Sell
870,081
-641,652
-42% -$15.7M 0.45% 47
2023
Q2 		$36.6M Sell
1,511,733
-1,896,819
-56% -$45.3M 0.66% 26
2023
Q1 		$83.1M Sell
3,408,552
-553,641
-14% -$13.8M 1.16% 15
2022
Q4 		$99.8M Buy
3,962,193
+282,003
+8% +$6.96M 1.35% 14
2022
Q3 		$81.5M Buy
3,680,190
+299,922
+9% +$7.29M 1.19% 15
2022
Q2 		$80.7M Buy
3,380,268
+3,308,829
+4,632% +$84.2M 1.24% 14
2022
Q1 		$1.88M Buy
71,439
+435
+0.6% +$11.4K 0.03% 236
2021
Q4 		$1.91M Buy
71,004
+2,127
+3% +$55.3K 0.03% 229
2021
Q3 		$1.7M Buy
68,877
+6,750
+11% +$172K 0.02% 280
2021
Q2 		$1.57M Buy
62,127
+7,950
+15% +$201K 0.02% 297
2021
Q1 		$1.32M Buy
54,177
+10,860
+25% +$247K 0.02% 303
2020
Q4 		$926K Buy
+43,317
New +$878K 0.01% 346
2020
Q1 		– Sell
-17,076
Closed -$330K – 677
2019
Q4 		$330K Sell
17,076
-2,865
-14% -$53.7K 0.01% 483
2019
Q3 		$364K Buy
19,941
+3,063
+18% +$54.8K 0.01% 414
2019
Q2 		$299K Buy
+16,878
New +$297K 0.01% 442

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

SVB Wealth's SCHD Position: Q2 2026 in Review

SVB Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.3% in Q2 2026, selling an estimated $24.6K and leaving 22,531 shares worth $714K. The position accounts for 0.05% of the portfolio, ranked #225.

SVB Wealth first reported a position in SCHD in Q2 2019 and has held it in 24 quarters since. The position peaked at $99.8M in Q4 2022. 692 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • SVB Wealth held 22,531 shares of Schwab US Dividend Equity ETF worth $714K as of Q2 2026.
  • SVB Wealth sold 775 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $24.6K.
  • Schwab US Dividend Equity ETF made up 0.05% of SVB Wealth's portfolio in Q2 2026, its #225 holding.
  • SVB Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and has held it in 24 quarters since.
  • SVB Wealth's Schwab US Dividend Equity ETF position peaked at $99.8M in Q4 2022.
  • 692 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.