Tucker Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Tucker Asset Management’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	$100K	Sell	3,165 -263	-8%	-$8.34K	0.02%	218
2026 Q1	$105K	Sell	3,428 -696	-17%	-$21.1K	0.03%	177
2025 Q4	$113K	Buy	4,124 +557	+16%	+$15.1K	0.03%	174
2025 Q3	$97.4K	Buy	3,567 +1,514	+74%	+$41.3K	0.03%	152
2025 Q2	$54.4K	Sell	2,053 -500	-20%	-$13.1K	0.02%	161
2025 Q1	$71.4K	Sell	2,553 -623	-20%	-$17.4K	0.02%	156
2024 Q4	$86.8K	Buy	3,176 +500	+19%	+$14.2K	0.01%	264
2024 Q3	$75.4K	Hold	2,676	–	–	0.02%	267
2024 Q2	$69.4K	Hold	2,676	–	–	0.02%	330
2024 Q1	$71.9K	Hold	2,676	–	–	0.02%	353
2023 Q4	$67.9K	Hold	2,676	–	–	0.02%	287
2023 Q3	$63.1K	Buy	+2,676	New	+$65.7K	0.02%	280
2023 Q1	–	Sell	-396	Closed	-$10K	–	1215
2022 Q4	$10K	Sell	396 -2,937	-88%	-$72.5K	﹤0.01%	350
2022 Q3	$82.1K	Buy	+3,333	New	+$81K	0.03%	94

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

Tucker Asset Management's SCHD Position: Q2 2026 in Review

Tucker Asset Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.7% in Q2 2026, selling an estimated $8.34K and leaving 3,165 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #218.

Tucker Asset Management first reported a position in SCHD in Q3 2022 and has held it in 14 quarters since. The position peaked at $113K in Q4 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Tucker Asset Management held 3,165 shares of Schwab US Dividend Equity ETF worth $100K as of Q2 2026.
Tucker Asset Management sold 263 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $8.34K.
Schwab US Dividend Equity ETF made up 0.02% of Tucker Asset Management's portfolio in Q2 2026, its #218 holding.
Tucker Asset Management first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 14 quarters since.
Tucker Asset Management's Schwab US Dividend Equity ETF position peaked at $113K in Q4 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.