Tandem Investment Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Tandem Investment Partners’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	$406K	Buy	12,788 +1,043	+9%	+$33.1K	0.31%	56
2026 Q1	$360K	Sell	11,745 -282	-2%	-$8.55K	0.31%	59
2025 Q4	$330K	Sell	12,027 -2,712	-18%	-$73.7K	0.28%	59
2025 Q3	$402K	Buy	14,739 +782	+6%	+$21.3K	0.33%	55
2025 Q2	$370K	Buy	13,957 +243	+2%	+$6.35K	0.32%	56
2025 Q1	$383K	Sell	13,714 -248	-2%	-$6.91K	0.38%	52
2024 Q4	$381K	Buy	+13,962	New	+$397K	0.37%	49

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

Tandem Investment Partners's SCHD Position: Q2 2026 in Review

Tandem Investment Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.9% in Q2 2026, buying an estimated $33.1K and bringing the position to 12,788 shares worth $406K. The position accounts for 0.31% of the portfolio, ranked #56.

Tandem Investment Partners first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Tandem Investment Partners held 12,788 shares of Schwab US Dividend Equity ETF worth $406K as of Q2 2026.
Tandem Investment Partners bought 1,043 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $33.1K.
Schwab US Dividend Equity ETF made up 0.31% of Tandem Investment Partners's portfolio in Q2 2026, its #56 holding.
Tandem Investment Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.