TD Private Client Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

TD Private Client 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	$25.1M	Buy	791,541 +51,691	+7%	+$1.64M	0.46%	40
2026 Q1	$22.7M	Sell	739,850 -4,123	-0.6%	-$125K	0.47%	40
2025 Q4	$20.4M	Sell	743,973 -53,770	-7%	-$1.46M	0.43%	43
2025 Q3	$21.8M	Sell	797,743 -206,531	-21%	-$5.63M	0.49%	40
2025 Q2	$26.6M	Buy	1,004,274 +150,507	+18%	+$3.93M	0.65%	32
2025 Q1	$23.9M	Buy	853,767 +37,014	+5%	+$1.03M	0.66%	31
2024 Q4	$22.3M	Buy	816,753 +15,378	+2%	+$437K	0.62%	35
2024 Q3	$22.6M	Buy	801,375 +17,646	+2%	+$481K	0.65%	32
2024 Q2	$20.3M	Sell	783,729 -25,056	-3%	-$652K	0.64%	32
2024 Q1	$21.8M	Sell	808,785 -1,821	-0.2%	-$47K	0.71%	30
2023 Q4	$20.6M	Sell	810,606 -110,913	-12%	-$2.64M	0.75%	30
2023 Q3	$21.8M	Sell	921,519 -13,836	-1%	-$340K	0.94%	19
2023 Q2	$22.7M	Buy	935,355 +174,555	+23%	+$4.17M	0.98%	18
2023 Q1	$18.6M	Buy	760,800 +68,577	+10%	+$1.71M	0.83%	25
2022 Q4	$17.5M	Buy	692,223 +59,550	+9%	+$1.47M	0.83%	20
2022 Q3	$14M	Buy	632,673 +26,496	+4%	+$644K	0.72%	24
2022 Q2	$14.5M	Buy	606,177 +84,156	+16%	+$2.14M	0.71%	25
2022 Q1	$13.8M	Buy	522,021 +112,089	+27%	+$2.94M	0.59%	29
2021 Q4	$11.1M	Buy	409,932 +58,494	+17%	+$1.52M	0.46%	44
2021 Q3	$8.7M	Buy	351,438 +44,970	+15%	+$1.14M	0.37%	58
2021 Q2	$7.73M	Buy	306,468 +119,730	+64%	+$3.02M	0.33%	64
2021 Q1	$4.54M	Buy	+186,738	New	+$4.25M	0.21%	111

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

TD Private Client Wealth's SCHD Position: Q2 2026 in Review

TD Private Client Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 7% in Q2 2026, buying an estimated $1.64M and bringing the position to 791,541 shares worth $25.1M. The position accounts for 0.46% of the portfolio, ranked #40.

TD Private Client Wealth first reported a position in SCHD in Q1 2021 and has held it in 22 quarters since. The position peaked at $26.6M in Q2 2025. 2,137 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

TD Private Client Wealth held 791,541 shares of Schwab US Dividend Equity ETF worth $25.1M as of Q2 2026.
TD Private Client Wealth bought 51,691 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.64M.
Schwab US Dividend Equity ETF made up 0.46% of TD Private Client Wealth's portfolio in Q2 2026, its #40 holding.
TD Private Client Wealth first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 22 quarters since.
TD Private Client Wealth's Schwab US Dividend Equity ETF position peaked at $26.6M in Q2 2025.
2,137 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.