Thrive Capital Management (Pennsylvania)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Thrive Capital Management (Pennsylvania)’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	$321K	Buy	10,110 +761	+8%	+$24.1K	0.06%	144
2026 Q1	$287K	Buy	9,349 +306	+3%	+$9.28K	0.06%	146
2025 Q4	$248K	Sell	9,043 -311	-3%	-$8.46K	0.06%	163
2025 Q3	$255K	Buy	9,354 +479	+5%	+$13.1K	0.07%	158
2025 Q2	$235K	Buy	+8,875	New	+$232K	0.07%	158
2024 Q4	–	Sell	-8,868	Closed	-$250K	–	159
2024 Q3	$250K	Buy	8,868 +6	+0.1%	+$163	0.12%	164
2024 Q2	$230K	Buy	+8,862	New	+$231K	0.11%	168
2024 Q1	–	Sell	-9,036	Closed	-$229K	–	188
2023 Q4	$229K	Buy	9,036 +6	+0.1%	+$143	0.12%	129
2023 Q3	$213K	Buy	+9,030	New	+$222K	0.12%	130

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 22.9% 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

Thrive Capital Management (Pennsylvania)'s SCHD Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.1% in Q2 2026, buying an estimated $24.1K and bringing the position to 10,110 shares worth $321K. The position accounts for 0.06% of the portfolio, ranked #144.

Thrive Capital Management (Pennsylvania) first reported a position in SCHD in Q3 2023 and has held it in 9 quarters since. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Thrive Capital Management (Pennsylvania) held 10,110 shares of Schwab US Dividend Equity ETF worth $321K as of Q2 2026.
Thrive Capital Management (Pennsylvania) bought 761 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $24.1K.
Schwab US Dividend Equity ETF made up 0.06% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #144 holding.
Thrive Capital Management (Pennsylvania) first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 9 quarters since.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.