Team Hewins’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Team Hewins’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	$508K	Buy	16,018 +151	+1%	+$4.79K	0.14%	26
2026 Q1	$487K	Sell	15,867 -629	-4%	-$19.1K	0.14%	24
2025 Q4	$452K	Buy	16,496 +7,661	+87%	+$208K	0.15%	26
2025 Q3	$241K	Hold	8,835	–	–	0.08%	35
2025 Q2	$234K	Hold	8,835	–	–	0.08%	32
2025 Q1	$247K	Sell	8,835 -1,920	-18%	-$53.5K	0.1%	29
2024 Q4	$294K	Hold	10,755	–	–	0.11%	30
2024 Q3	$303K	Hold	10,755	–	–	0.12%	28
2024 Q2	$281K	Sell	10,755 -900	-8%	-$23.4K	0.12%	24
2024 Q1	$313K	Buy	11,655 +693	+6%	+$17.9K	0.13%	20
2023 Q4	$278K	Buy	+10,962	New	+$261K	0.12%	21
2023 Q3	–	Sell	-10,962	Closed	-$265K	–	43
2023 Q2	$265K	Hold	10,962	–	–	0.13%	21
2023 Q1	$267K	Buy	+10,962	New	+$274K	0.14%	20

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Team Hewins's SCHD Position: Q2 2026 in Review

Team Hewins increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.95% in Q2 2026, buying an estimated $4.79K and bringing the position to 16,018 shares worth $508K. The position accounts for 0.14% of the portfolio, ranked #26.

Team Hewins first reported a position in SCHD in Q1 2023 and has held it in 13 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Team Hewins held 16,018 shares of Schwab US Dividend Equity ETF worth $508K as of Q2 2026.
Team Hewins bought 151 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.79K.
Schwab US Dividend Equity ETF made up 0.14% of Team Hewins's portfolio in Q2 2026, its #26 holding.
Team Hewins first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 13 quarters since.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.