Trinity Legacy Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Trinity Legacy Partners’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	$312K	Sell	9,450 -310	-3%	-$9.84K	0.06%	92
2026 Q1	$300K	Buy	9,760 +105	+1%	+$3.19K	0.06%	92
2025 Q4	$265K	Buy	9,655 +100	+1%	+$2.72K	0.06%	89
2025 Q3	$256K	Buy	+9,555	New	+$261K	0.06%	91

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

Trinity Legacy Partners's SCHD Position: Q2 2026 in Review

Trinity Legacy Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.2% in Q2 2026, selling an estimated $9.84K and leaving 9,450 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #92.

Trinity Legacy Partners first reported a position in SCHD in Q3 2025 and has held it in 4 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Trinity Legacy Partners held 9,450 shares of Schwab US Dividend Equity ETF worth $312K as of Q2 2026.
Trinity Legacy Partners sold 310 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $9.84K.
Schwab US Dividend Equity ETF made up 0.06% of Trinity Legacy Partners's portfolio in Q2 2026, its #92 holding.
Trinity Legacy Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 4 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.