Trust Company of Toledo’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Trust Company of Toledo’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	$770K	Hold	24,283	–	–	0.06%	198
2026 Q1	$745K	Hold	24,283	–	–	0.07%	196
2025 Q4	$666K	Hold	24,283	–	–	0.07%	198
2025 Q3	$663K	Buy	24,283 +1,000	+4%	+$27.3K	0.07%	198
2025 Q2	$617K	Buy	+23,283	New	+$608K	0.07%	197

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

Trust Company of Toledo's SCHD Position: Q2 2026 in Review

Trust Company of Toledo held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 24,283 shares worth $770K. The position accounts for 0.06% of the portfolio, ranked #198.

Trust Company of Toledo first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Trust Company of Toledo held 24,283 shares of Schwab US Dividend Equity ETF worth $770K as of Q2 2026.
Trust Company of Toledo left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.06% of Trust Company of Toledo's portfolio in Q2 2026, its #198 holding.
Trust Company of Toledo first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.