TIAA Trust, National Association’s Schwab US Dividend Equity ETF SCHD Stock Holding History

TIAA Trust, National Association’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	$56K	Hold	1,765	–	–	﹤0.01%	255
2026 Q1	$54.1K	Sell	1,765 -53,230	-97%	-$1.61M	﹤0.01%	301
2025 Q4	$1.51M	Sell	54,995 -68	-0.1%	-$1.85K	﹤0.01%	334
2025 Q3	$1.5M	Buy	55,063 +7,779	+16%	+$212K	﹤0.01%	336
2025 Q2	$1.25M	Sell	47,284 -6,712	-12%	-$175K	﹤0.01%	351
2025 Q1	$1.51M	Sell	53,996 -8,483	-14%	-$236K	﹤0.01%	323
2024 Q4	$1.71M	Buy	62,479 +9,844	+19%	+$280K	0.01%	303
2024 Q3	$1.48M	Buy	52,635 +6,909	+15%	+$188K	﹤0.01%	323
2024 Q2	$1.19M	Buy	45,726 +2,094	+5%	+$54.5K	﹤0.01%	327
2024 Q1	$1.17M	Buy	43,632 +375	+0.9%	+$9.69K	﹤0.01%	330
2023 Q4	$1.1M	Buy	43,257 +1,170	+3%	+$27.9K	﹤0.01%	319
2023 Q3	$993K	Buy	+42,087	New	+$1.03M	﹤0.01%	324

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

TIAA Trust, National Association's SCHD Position: Q2 2026 in Review

TIAA Trust, National Association held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 1,765 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

TIAA Trust, National Association first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.71M in Q4 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

TIAA Trust, National Association held 1,765 shares of Schwab US Dividend Equity ETF worth $56K as of Q2 2026.
TIAA Trust, National Association left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of TIAA Trust, National Association's portfolio in Q2 2026, its #255 holding.
TIAA Trust, National Association first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
TIAA Trust, National Association's Schwab US Dividend Equity ETF position peaked at $1.71M in Q4 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on TIAA Trust, National Association's 13F filing for Q2 2026, filed 10 Aug 2026.