Ted Buchan & Co’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ted Buchan & Co’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	$810K	Sell	25,544 -468	-2%	-$14.8K	0.27%	61
2026 Q1	$798K	Sell	26,012 -3,076	-11%	-$93.3K	0.29%	57
2025 Q4	$798K	Buy	29,088 +3,456	+13%	+$94K	0.29%	59
2025 Q3	$700K	Sell	25,632 -270,305	-91%	-$7.37M	0.27%	57
2025 Q2	$7.84M	Sell	295,937 -6,162	-2%	-$161K	3.12%	9
2025 Q1	$8.45M	Buy	302,099 +14,317	+5%	+$399K	3.99%	7
2024 Q4	$7.86M	Buy	287,782 +4,429	+2%	+$126K	3.71%	9
2024 Q3	$7.98M	Sell	283,353 -870	-0.3%	-$23.7K	3.79%	10
2024 Q2	$7.37M	Buy	284,223 +2,559	+0.9%	+$66.6K	3.95%	8
2024 Q1	$7.57M	Buy	281,664 +39,027	+16%	+$1.01M	4.65%	7
2023 Q4	$6.16M	Buy	242,637 +11,568	+5%	+$276K	4.48%	8
2023 Q3	$5.45M	Buy	231,069 +12,753	+6%	+$313K	4.38%	8
2023 Q2	$5.28M	Buy	218,316 +11,784	+6%	+$282K	4.06%	8
2023 Q1	$5.04M	Buy	+206,532	New	+$5.16M	4.21%	8

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

Ted Buchan & Co's SCHD Position: Q2 2026 in Review

Ted Buchan & Co reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.8% in Q2 2026, selling an estimated $14.8K and leaving 25,544 shares worth $810K. The position accounts for 0.27% of the portfolio, ranked #61.

Ted Buchan & Co first reported a position in SCHD in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.45M in Q1 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Ted Buchan & Co held 25,544 shares of Schwab US Dividend Equity ETF worth $810K as of Q2 2026.
Ted Buchan & Co sold 468 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $14.8K.
Schwab US Dividend Equity ETF made up 0.27% of Ted Buchan & Co's portfolio in Q2 2026, its #61 holding.
Ted Buchan & Co first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 14 quarters since.
Ted Buchan & Co's Schwab US Dividend Equity ETF position peaked at $8.45M in Q1 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.