Tudor Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Tudor Financial’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	$8.39M	Buy	264,504 +6,360	+2%	+$202K	3.77%	5
2026 Q1	$7.92M	Hold	258,144	–	–	4.05%	5
2025 Q4	$7.08M	Buy	258,144 +7,116	+3%	+$193K	3.62%	5
2025 Q3	$6.85M	Buy	251,028 +2,175	+0.9%	+$59.3K	3.64%	5
2025 Q2	$6.59M	Buy	248,853 +110	+0%	+$2.87K	3.74%	5
2025 Q1	$6.95M	Buy	248,743 +24,319	+11%	+$678K	4.18%	5
2024 Q4	$6.13M	Buy	224,424 +387	+0.2%	+$11K	3.59%	5
2024 Q3	$6.31M	Buy	+224,037	New	+$6.1M	3.89%	5

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

Tudor Financial's SCHD Position: Q2 2026 in Review

Tudor Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.5% in Q2 2026, buying an estimated $202K and bringing the position to 264,504 shares worth $8.39M. The position accounts for 3.77% of the portfolio, ranked #5.

Tudor Financial first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Tudor Financial held 264,504 shares of Schwab US Dividend Equity ETF worth $8.39M as of Q2 2026.
Tudor Financial bought 6,360 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $202K.
Schwab US Dividend Equity ETF made up 3.77% of Tudor Financial's portfolio in Q2 2026, its #5 holding.
Tudor Financial first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Tudor Financial's 13F filing for Q2 2026, filed 6 Aug 2026.