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

Trust Company of Vermont’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	$334K	Buy	+10,521	New	+$334K	0.01%	303
2025 Q4	$242K	Sell	8,825 -312	-3%	-$8.48K	0.01%	331
2025 Q3	$249K	Sell	9,137 -1,110	-11%	-$30.3K	0.01%	330
2025 Q2	$272K	Buy	10,247 +949	+10%	+$24.8K	0.01%	307
2025 Q1	$260K	Buy	9,298 +106	+1%	+$2.96K	0.01%	312
2024 Q4	$251K	Buy	9,192 +498	+6%	+$14.2K	0.01%	315
2024 Q3	$245K	Buy	8,694 +333	+4%	+$9.07K	0.01%	307
2024 Q2	$217K	Buy	8,361 +687	+9%	+$17.9K	0.01%	309
2024 Q1	$206K	Hold	7,674	–	–	0.01%	308
2023 Q4	$195K	Hold	7,674	–	–	0.01%	280
2023 Q3	$181K	Hold	7,674	–	–	0.01%	304
2023 Q2	$186K	Hold	7,674	–	–	0.01%	312
2023 Q1	$187K	Hold	7,674	–	–	0.01%	314
2022 Q4	$193K	Hold	7,674	–	–	0.01%	301
2022 Q3	$170K	Hold	7,674	–	–	0.01%	318
2022 Q2	$183K	Hold	7,674	–	–	0.01%	306
2022 Q1	$202K	Hold	7,674	–	–	0.01%	308
2021 Q4	$207K	Buy	+7,674	New	+$199K	0.01%	315
2021 Q3	–	Sell	-7,674	Closed	-$193K	–	633
2021 Q2	$193K	Hold	7,674	–	–	0.01%	307
2021 Q1	$187K	Hold	7,674	–	–	0.01%	305
2020 Q4	$164K	Buy	+7,674	New	+$156K	0.01%	317

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

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

Trust Company of Vermont opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 10,521 shares worth $334K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in SCHD as recently as Q4 2025.

Trust Company of Vermont first reported a position in SCHD in Q4 2020 and has held it in 21 quarters since. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Trust Company of Vermont held 10,521 shares of Schwab US Dividend Equity ETF worth $334K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Trust Company of Vermont position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #303 holding.
Trust Company of Vermont first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 21 quarters since.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.