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

Teamwork Financial 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	$2.01M	Buy	63,486 +1,032	+2%	+$32.7K	0.18%	84
2026 Q1	$1.92M	Buy	62,454 +2,096	+3%	+$63.6K	0.2%	85
2025 Q4	$1.66M	Sell	60,358 -5,648	-9%	-$154K	0.17%	88
2025 Q3	$1.8M	Sell	66,006 -4,662	-7%	-$127K	0.19%	81
2025 Q2	$1.87M	Sell	70,668 -32,543	-32%	-$850K	0.22%	72
2025 Q1	$2.89M	Buy	103,211 +44,872	+77%	+$1.25M	0.38%	51
2024 Q4	$1.59M	Sell	58,339 -4,841	-8%	-$138K	0.21%	69
2024 Q3	$1.78M	Sell	63,180 -5,271	-8%	-$144K	0.25%	60
2024 Q2	$1.77M	Sell	68,451 -172,542	-72%	-$4.49M	0.26%	59
2024 Q1	$6.48M	Buy	240,993 +36,030	+18%	+$931K	1%	34
2023 Q4	$5.2M	Buy	204,963 +753	+0.4%	+$17.9K	0.89%	28
2023 Q3	$4.82M	Buy	204,210 +16,644	+9%	+$408K	0.79%	34
2023 Q2	$4.54M	Buy	187,566 +6,207	+3%	+$148K	0.74%	33
2023 Q1	$4.42M	Buy	181,359 +94,713	+109%	+$2.37M	0.82%	33
2022 Q4	$2.18M	Buy	86,646 +19,737	+29%	+$487K	0.44%	37
2022 Q3	$1.48M	Buy	66,909 +25,458	+61%	+$619K	0.32%	50
2022 Q2	$990K	Buy	41,451 +3,015	+8%	+$76.7K	0.22%	81
2022 Q1	$1.01M	Sell	38,436 -66,837	-63%	-$1.75M	0.19%	98
2021 Q4	$2.84M	Buy	105,273 +954	+0.9%	+$24.8K	0.52%	31
2021 Q3	$2.58M	Sell	104,319 -1,416	-1%	-$36K	0.51%	32
2021 Q2	$2.67M	Buy	105,735 +1,485	+1%	+$37.5K	0.54%	33
2021 Q1	$2.53M	Buy	104,250 +1,536	+1%	+$34.9K	0.59%	31
2020 Q4	$2.2M	Buy	102,714 +1,404	+1%	+$28.5K	0.52%	33
2020 Q3	$1.87M	Sell	101,310 -2,505	-2%	-$46.1K	0.58%	29
2020 Q2	$1.79M	Buy	103,815 +11,346	+12%	+$192K	0.64%	31
2020 Q1	$1.39M	Buy	92,469 +54,642	+144%	+$981K	0.86%	25
2019 Q4	$730K	Buy	+37,827	New	+$709K	0.44%	53

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

Teamwork Financial Advisors's SCHD Position: Q2 2026 in Review

Teamwork Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q2 2026, buying an estimated $32.7K and bringing the position to 63,486 shares worth $2.01M. The position accounts for 0.18% of the portfolio, ranked #84.

Teamwork Financial Advisors first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.48M in Q1 2024. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Teamwork Financial Advisors held 63,486 shares of Schwab US Dividend Equity ETF worth $2.01M as of Q2 2026.
Teamwork Financial Advisors bought 1,032 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $32.7K.
Schwab US Dividend Equity ETF made up 0.18% of Teamwork Financial Advisors's portfolio in Q2 2026, its #84 holding.
Teamwork Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
Teamwork Financial Advisors's Schwab US Dividend Equity ETF position peaked at $6.48M in Q1 2024.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.