Thurston Springer Miller Herd & Titak’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$147K Sell
4,623
-1,104
-19% -$35K 0.05% 295
2026
Q1
$176K Buy
5,727
+412
+8% +$12.5K 0.07% 279
2025
Q4
$146K Buy
+5,315
New +$145K 0.05% 291
2025
Q3
Sell
-7,529
Closed -$200K 1210
2025
Q2
$200K Buy
7,529
+2,238
+42% +$58.4K 0.03% 369
2025
Q1
$148K Sell
5,291
-463
-8% -$12.9K 0.02% 384
2024
Q4
$157K Buy
5,754
+1,050
+22% +$29.9K 0.03% 302
2024
Q3
$133K Sell
4,704
-2,715
-37% -$74K 0.04% 347
2024
Q2
$192K Buy
+7,419
New +$193K 0.06% 313

Other funds holding SCHD

Thurston Springer Miller Herd & Titak's SCHD Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak reduced its Schwab US Dividend Equity ETF (SCHD) stake by 19% in Q2 2026, selling an estimated $35K and leaving 4,623 shares worth $147K. The position accounts for 0.05% of the portfolio, ranked #295.

Thurston Springer Miller Herd & Titak first reported a position in SCHD in Q2 2024 and has held it in 8 quarters since. The position peaked at $200K in Q2 2025. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 4,623 shares of Schwab US Dividend Equity ETF worth $147K as of Q2 2026.
  • Thurston Springer Miller Herd & Titak sold 1,104 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $35K.
  • Schwab US Dividend Equity ETF made up 0.05% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #295 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • Thurston Springer Miller Herd & Titak's Schwab US Dividend Equity ETF position peaked at $200K in Q2 2025.
  • 2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.