Tidal Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Tidal Investments’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	$2.01M	Buy	63,521 +15,438	+32%	+$490K	﹤0.01%	1354
2026 Q1	$1.48M	Buy	+48,083	New	+$1.46M	﹤0.01%	1268
2024 Q3	–	Sell	-16,182	Closed	-$419K	–	1951
2024 Q2	$419K	Buy	16,182 +4,653	+40%	+$121K	0.01%	1387
2024 Q1	$310K	Buy	+11,529	New	+$298K	0.01%	1399
2021 Q2	–	Sell	-124,491	Closed	-$3.03M	–	748
2021 Q1	$3.03M	Buy	+124,491	New	+$2.83M	0.14%	83

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

Tidal Investments's SCHD Position: Q2 2026 in Review

Tidal Investments increased its Schwab US Dividend Equity ETF (SCHD) stake by 32% in Q2 2026, buying an estimated $490K and bringing the position to 63,521 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Tidal Investments first reported a position in SCHD in Q1 2021 and has held it in 5 quarters since. The position peaked at $3.03M in Q1 2021. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Tidal Investments held 63,521 shares of Schwab US Dividend Equity ETF worth $2.01M as of Q2 2026.
Tidal Investments bought 15,438 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $490K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1354 holding.
Tidal Investments first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 5 quarters since.
Tidal Investments's Schwab US Dividend Equity ETF position peaked at $3.03M in Q1 2021.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.