Tobias Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Tobias Financial Advisors’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	$393K	Buy	12,382 +15	+0.1%	+$476	0.05%	99
2026 Q1	$379K	Sell	12,367 -31	-0.3%	-$940	0.05%	98
2025 Q4	$340K	Buy	+12,398	New	+$337K	0.05%	104
2020 Q1	–	Sell	-13,080	Closed	-$252K	–	234
2019 Q4	$252K	Buy	+13,080	New	+$245K	0.16%	50

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

Tobias Financial Advisors's SCHD Position: Q2 2026 in Review

Tobias Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.12% in Q2 2026, buying an estimated $476 and bringing the position to 12,382 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #99.

Tobias Financial Advisors first reported a position in SCHD in Q4 2019 and has held it in 4 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Tobias Financial Advisors held 12,382 shares of Schwab US Dividend Equity ETF worth $393K as of Q2 2026.
Tobias Financial Advisors bought 15 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $476.
Schwab US Dividend Equity ETF made up 0.05% of Tobias Financial Advisors's portfolio in Q2 2026, its #99 holding.
Tobias Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 4 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.