Thompson Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Thompson Investment Management’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	$42.9K	Sell	1,351 -962	-42%	-$30.5K	﹤0.01%	302
2026 Q1	$71K	Buy	2,313 +144	+7%	+$4.37K	0.01%	237
2025 Q4	$59.5K	Hold	2,169	–	–	0.01%	250
2025 Q3	$59.2K	Hold	2,169	–	–	0.01%	261
2025 Q2	$57.5K	Hold	2,169	–	–	0.01%	258
2025 Q1	$60.6K	Hold	2,169	–	–	0.01%	252
2024 Q4	$59.3K	Buy	+2,169	New	+$61.7K	0.01%	256
2023 Q3	–	Sell	-150	Closed	-$3.63K	–	417
2023 Q2	$3.63K	Buy	+150	New	+$3.58K	﹤0.01%	369

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

Thompson Investment Management's SCHD Position: Q2 2026 in Review

Thompson Investment Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 42% in Q2 2026, selling an estimated $30.5K and leaving 1,351 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Thompson Investment Management first reported a position in SCHD in Q2 2023 and has held it in 8 quarters since. The position peaked at $71K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Thompson Investment Management held 1,351 shares of Schwab US Dividend Equity ETF worth $42.9K as of Q2 2026.
Thompson Investment Management sold 962 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $30.5K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Thompson Investment Management's portfolio in Q2 2026, its #302 holding.
Thompson Investment Management first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 8 quarters since.
Thompson Investment Management's Schwab US Dividend Equity ETF position peaked at $71K in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.