Total Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Total Investment Management’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	–	Sell	-8,124	Closed	-$249K	–	94
2026 Q1	$249K	Buy	8,124 +141	+2%	+$4.28K	0.03%	66
2025 Q4	$219K	Buy	+7,983	New	+$217K	0.03%	73
2025 Q3	–	Sell	-1,607	Closed	-$42.6K	–	696
2025 Q2	$42.6K	Buy	+1,607	New	+$42K	0.01%	181
2019 Q4	–	Sell	-35,826	Closed	-$654K	–	60
2019 Q3	$654K	Buy	35,826 +336	+0.9%	+$6.01K	0.13%	27
2019 Q2	$613K	Buy	35,490 +4,200	+13%	+$73.9K	0.14%	27
2019 Q1	$538K	Sell	31,290 -1,347	-4%	-$22.7K	0.13%	30
2018 Q4	$546K	Sell	32,637 -204	-0.6%	-$3.4K	0.17%	25
2018 Q3	$580K	Sell	32,841 -900	-3%	-$15.6K	0.13%	24
2018 Q2	$554K	Buy	33,741 +3,579	+12%	+$58.9K	0.13%	23
2018 Q1	$493K	Sell	30,162 -3,795	-11%	-$64.7K	0.12%	24
2017 Q4	$579K	Buy	33,957 +3,318	+11%	+$54.5K	0.17%	20
2017 Q3	$478K	Sell	30,639 -20,853	-40%	-$319K	0.16%	20
2017 Q2	$774K	Sell	51,492 -12	-0%	-$180	0.26%	20
2017 Q1	$765K	Sell	51,504 -13,725	-21%	-$202K	0.26%	19
2016 Q4	$947K	Buy	+65,229	New	+$926K	0.31%	17

Other funds holding SCHD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Total Investment Management's SCHD Position: Q2 2026 in Review

Total Investment Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 8,124 shares — an estimated $249K sold.

Total Investment Management first reported a position in SCHD in Q4 2016 and held it in 15 quarters. The position peaked at $947K in Q4 2016. 1,175 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Total Investment Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Total Investment Management sold 8,124 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $249K.
Total Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and held it in 15 quarters.
Total Investment Management's Schwab US Dividend Equity ETF position peaked at $947K in Q4 2016.
1,175 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Total Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.