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

Tompkins Financial’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	$11.2K	Sell	353 -121	-26%	-$3.84K	﹤0.01%	446
2026 Q1	$14.5K	Hold	474	–	–	﹤0.01%	420
2025 Q4	$13K	Hold	474	–	–	﹤0.01%	421
2025 Q3	$12.9K	Hold	474	–	–	﹤0.01%	423
2025 Q2	$12.6K	Hold	474	–	–	﹤0.01%	425
2025 Q1	$13.3K	Hold	474	–	–	﹤0.01%	429
2024 Q4	$12.9K	Sell	474 -2,400	-84%	-$68.2K	﹤0.01%	418
2024 Q3	$81K	Hold	2,874	–	–	0.01%	289
2024 Q2	$74.5K	Sell	2,874 -1,554	-35%	-$40.5K	0.01%	304
2024 Q1	$119K	Buy	4,428 +1,686	+61%	+$43.6K	0.01%	255
2023 Q4	$69.6K	Buy	2,742 +342	+14%	+$8.15K	0.01%	313
2023 Q3	$56.6K	Sell	2,400 -1,050	-30%	-$25.8K	0.01%	310
2023 Q2	$83.5K	Buy	3,450 +300	+10%	+$7.17K	0.01%	285
2023 Q1	$76.8K	Hold	3,150	–	–	0.01%	295
2022 Q4	$79K	Sell	3,150 -2,286	-42%	-$56.4K	0.01%	287
2022 Q3	$121K	Buy	5,436 +2,286	+73%	+$55.5K	0.02%	228
2022 Q2	$75K	Hold	3,150	–	–	0.01%	297
2022 Q1	$83K	Buy	+3,150	New	+$82.5K	0.01%	306
2021 Q4	–	Sell	-375	Closed	-$9K	–	391
2021 Q3	$9K	Buy	+375	New	+$9.53K	﹤0.01%	329
2020 Q3	–	Sell	-1,800	Closed	-$31K	–	392
2020 Q2	$31K	Buy	+1,800	New	+$30.4K	0.01%	264

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

Tompkins Financial's SCHD Position: Q2 2026 in Review

Tompkins Financial reduced its Schwab US Dividend Equity ETF (SCHD) stake by 26% in Q2 2026, selling an estimated $3.84K and leaving 353 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Tompkins Financial first reported a position in SCHD in Q2 2020 and has held it in 20 quarters since. The position peaked at $121K in Q3 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Tompkins Financial held 353 shares of Schwab US Dividend Equity ETF worth $11.2K as of Q2 2026.
Tompkins Financial sold 121 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.84K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #446 holding.
Tompkins Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 20 quarters since.
Tompkins Financial's Schwab US Dividend Equity ETF position peaked at $121K in Q3 2022.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.