Tiller Private Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Tiller Private Wealth’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	$330K	Buy	10,396 +176	+2%	+$5.58K	0.1%	46
2026 Q1	$314K	Sell	10,220 -2,000	-16%	-$60.7K	0.11%	46
2025 Q4	$335K	Sell	12,220 -9,995	-45%	-$272K	0.12%	43
2025 Q3	$606K	Sell	22,215 -404	-2%	-$11K	0.22%	25
2025 Q2	$600K	Sell	22,619 -4,530	-17%	-$118K	0.23%	21
2025 Q1	$759K	Buy	27,149 +7,154	+36%	+$199K	0.32%	18
2024 Q4	$546K	Sell	19,995 -528	-3%	-$15K	0.23%	26
2024 Q3	$578K	Hold	20,523	–	–	0.24%	22
2024 Q2	$532K	Buy	20,523 +2,010	+11%	+$52.3K	0.23%	25
2024 Q1	$498K	Sell	18,513 -300	-2%	-$7.75K	0.22%	24
2023 Q4	$477K	Buy	+18,813	New	+$448K	0.24%	23

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

Tiller Private Wealth's SCHD Position: Q2 2026 in Review

Tiller Private Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q2 2026, buying an estimated $5.58K and bringing the position to 10,396 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #46.

Tiller Private Wealth first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $759K in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Tiller Private Wealth held 10,396 shares of Schwab US Dividend Equity ETF worth $330K as of Q2 2026.
Tiller Private Wealth bought 176 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5.58K.
Schwab US Dividend Equity ETF made up 0.1% of Tiller Private Wealth's portfolio in Q2 2026, its #46 holding.
Tiller Private Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Tiller Private Wealth's Schwab US Dividend Equity ETF position peaked at $759K in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.