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

TIAA Wealth 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 		$419K Buy
13,119
+12,031
+1,106% +$382K ﹤0.01% 244
2026
Q1 		$33.2K Buy
+1,088
New +$33K ﹤0.01% 439

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

TIAA Wealth Investment Management's SCHD Position: Q2 2026 in Review

TIAA Wealth Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 1,106% in Q2 2026, buying an estimated $382K and bringing the position to 13,119 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

TIAA Wealth Investment Management first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 2,069 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • TIAA Wealth Investment Management held 13,119 shares of Schwab US Dividend Equity ETF worth $419K as of Q2 2026.
  • TIAA Wealth Investment Management bought 12,031 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $382K.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #244 holding.
  • TIAA Wealth Investment Management first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,069 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.