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

Tactive 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	$204K	Buy	+6,437	New	+$204K	0.05%	260
2025 Q4	–	Sell	-13,060	Closed	-$357K	–	276
2025 Q3	$357K	Sell	13,060 -1,017	-7%	-$27.7K	0.1%	179
2025 Q2	$373K	Buy	+14,077	New	+$368K	0.12%	157

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

Tactive Advisors's SCHD Position: Q2 2026 in Review

Tactive Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 6,437 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #260 among its holdings. This is a return to the name: Tactive Advisors previously reported a position in SCHD as recently as Q3 2025.

Tactive Advisors first reported a position in SCHD in Q2 2025 and has held it in 3 quarters since. The position peaked at $373K in Q2 2025. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Tactive Advisors held 6,437 shares of Schwab US Dividend Equity ETF worth $204K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Tactive Advisors position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.05% of Tactive Advisors's portfolio in Q2 2026, its #260 holding.
Tactive Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 3 quarters since.
Tactive Advisors's Schwab US Dividend Equity ETF position peaked at $373K in Q2 2025.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.