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

True Link 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	–	Sell	-1,367	Closed	-$42K	–	327
2026 Q1	$42K	Sell	1,367 -52,894	-97%	-$1.6M	﹤0.01%	226
2025 Q4	$1.49M	Sell	54,261 -1,122,768	-95%	-$30.5M	0.09%	32
2025 Q3	$32.1M	Buy	1,177,029 +13,017	+1%	+$355K	2.07%	11
2025 Q2	$30.8M	Sell	1,164,012 -590,510	-34%	-$15.4M	2.13%	11
2025 Q1	$49.1M	Buy	1,754,522 +185,997	+12%	+$5.18M	3.66%	8
2024 Q4	$42.9M	Buy	1,568,525 +33,968	+2%	+$966K	3.6%	8
2024 Q3	$43.2M	Buy	1,534,557 +90,771	+6%	+$2.47M	3.67%	8
2024 Q2	$37.4M	Buy	1,443,786 +44,721	+3%	+$1.16M	3.47%	9
2024 Q1	$37.6M	Buy	1,399,065 +131,064	+10%	+$3.39M	3.61%	8
2023 Q4	$32.2M	Buy	1,268,001 +227,265	+22%	+$5.42M	3.48%	10
2023 Q3	$24.5M	Buy	1,040,736 +59,601	+6%	+$1.46M	2.94%	13
2023 Q2	$23.8M	Buy	+981,135	New	+$23.4M	2.87%	13

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

True Link Financial Advisors's SCHD Position: Q2 2026 in Review

True Link Financial Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 1,367 shares — an estimated $42K sold.

True Link Financial Advisors first reported a position in SCHD in Q2 2023 and held it in 12 quarters. The position peaked at $49.1M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

True Link Financial Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 1,367 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $42K.
True Link Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and held it in 12 quarters.
True Link Financial Advisors's Schwab US Dividend Equity ETF position peaked at $49.1M in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.