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

Transamerica 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	$22.7K	Buy	716 +653	+1,037%	+$20.7K	﹤0.01%	843
2026 Q1	$1.96K	Buy	63 +8	+15%	+$243	﹤0.01%	1215
2025 Q4	$1.5K	Hold	55	–	–	﹤0.01%	1184
2025 Q3	$1.48K	Buy	55 +34	+162%	+$928	﹤0.01%	1103
2025 Q2	$547	Hold	21	–	–	﹤0.01%	432
2025 Q1	$1K	Hold	21	–	–	﹤0.01%	534
2024 Q4	$1K	Sell	21 -9	-30%	-$256	﹤0.01%	530
2024 Q3	$1K	Sell	30 -774	-96%	-$21.1K	﹤0.01%	534
2024 Q2	$21K	Hold	804	–	–	﹤0.01%	297
2024 Q1	$22K	Sell	804 -40,734	-98%	-$1.05M	﹤0.01%	322
2023 Q4	$1.05M	Buy	41,538 +36,735	+765%	+$875K	0.15%	100
2023 Q3	$114K	Sell	4,803 -35,772	-88%	-$878K	0.02%	245
2023 Q2	$983K	Sell	40,575 -72,618	-64%	-$1.74M	0.13%	145
2023 Q1	$2.76M	Sell	113,193 -534	-0.5%	-$13.3K	0.36%	48
2022 Q4	$2.86M	Buy	113,727 +23,061	+25%	+$569K	0.41%	45
2022 Q3	$2.01M	Sell	90,666 -8,085	-8%	-$196K	0.3%	59
2022 Q2	$2.36M	Buy	+98,751	New	+$2.51M	0.33%	43
2019 Q3	–	Sell	-555	Closed	-$10K	–	442
2019 Q2	$10K	Buy	+555	New	+$9.76K	﹤0.01%	305

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 22.9% 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

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

Transamerica Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 1,037% in Q2 2026, buying an estimated $20.7K and bringing the position to 716 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Transamerica Financial Advisors first reported a position in SCHD in Q2 2019 and has held it in 18 quarters since. The position peaked at $2.86M in Q4 2022. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Transamerica Financial Advisors held 716 shares of Schwab US Dividend Equity ETF worth $22.7K as of Q2 2026.
Transamerica Financial Advisors bought 653 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $20.7K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #843 holding.
Transamerica Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and has held it in 18 quarters since.
Transamerica Financial Advisors's Schwab US Dividend Equity ETF position peaked at $2.86M in Q4 2022.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.