Tred Avon Family Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Tred Avon Family 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	$2.04M	Buy	64,206 +1,890	+3%	+$60K	0.62%	34
2026 Q1	$1.91M	Sell	62,316 -5,665	-8%	-$172K	0.63%	33
2025 Q4	$1.86M	Sell	67,981 -3,217	-5%	-$87.5K	0.61%	33
2025 Q3	$1.94M	Buy	+71,198	New	+$1.94M	0.67%	31

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

Tred Avon Family Wealth's SCHD Position: Q2 2026 in Review

Tred Avon Family Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 3% in Q2 2026, buying an estimated $60K and bringing the position to 64,206 shares worth $2.04M. The position accounts for 0.62% of the portfolio, ranked #34.

Tred Avon Family Wealth first reported a position in SCHD in Q3 2025 and has held it in 4 quarters since. 2,143 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Tred Avon Family Wealth held 64,206 shares of Schwab US Dividend Equity ETF worth $2.04M as of Q2 2026.
Tred Avon Family Wealth bought 1,890 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $60K.
Schwab US Dividend Equity ETF made up 0.62% of Tred Avon Family Wealth's portfolio in Q2 2026, its #34 holding.
Tred Avon Family Wealth first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 4 quarters since.
2,143 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.