Tidemark’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Tidemark’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	$668K	Buy	21,066 +90	+0.4%	+$2.85K	0.15%	75
2026 Q1	$644K	Hold	20,976	–	–	0.16%	68
2025 Q4	$575K	Hold	20,976	–	–	0.16%	65
2025 Q3	$573K	Hold	20,976	–	–	0.17%	66
2025 Q2	$556K	Hold	20,976	–	–	0.18%	64
2025 Q1	$586K	Sell	20,976 -222	-1%	-$6.19K	0.22%	62
2024 Q4	$579K	Buy	21,198 +243	+1%	+$6.91K	0.22%	62
2024 Q3	$590K	Buy	20,955 +1,539	+8%	+$41.9K	0.24%	59
2024 Q2	$503K	Buy	19,416 +1,578	+9%	+$41.1K	0.23%	63
2024 Q1	$479K	Buy	17,838 +3	+0%	+$78	0.27%	72
2023 Q4	$453K	Buy	+17,835	New	+$425K	0.28%	65

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

Tidemark's SCHD Position: Q2 2026 in Review

Tidemark increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.43% in Q2 2026, buying an estimated $2.85K and bringing the position to 21,066 shares worth $668K. The position accounts for 0.15% of the portfolio, ranked #75.

Tidemark first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Tidemark held 21,066 shares of Schwab US Dividend Equity ETF worth $668K as of Q2 2026.
Tidemark bought 90 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.85K.
Schwab US Dividend Equity ETF made up 0.15% of Tidemark's portfolio in Q2 2026, its #75 holding.
Tidemark first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.