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Ulland Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ulland Investment 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 		$1K Hold
36
– – ﹤0.01% 223
2026
Q1 		$1K Hold
36
– – ﹤0.01% 209
2025
Q4 		$1K Sell
36
-7,622
-100% -$207K ﹤0.01% 213
2025
Q3 		$209K Buy
7,658
+74
+1% +$2.02K 0.16% 58
2025
Q2 		$201K Buy
7,584
+38
+0.5% +$992 0.15% 61
2025
Q1 		$211K Buy
7,546
+7,510
+20,861% +$209K 0.18% 60
2024
Q4 		$1K Hold
36
– – ﹤0.01% 206
2024
Q3 		$1K Sell
36
-3,540
-99% -$96.4K ﹤0.01% 198
2024
Q2 		$93K Sell
3,576
-9
-0.3% -$234 0.06% 89
2024
Q1 		$96K Sell
3,585
-1,191
-25% -$30.8K 0.08% 91
2023
Q4 		$121K Sell
4,776
-7,005
-59% -$167K 0.12% 72
2023
Q3 		$278K Sell
11,781
-2,400
-17% -$58.9K 0.31% 43
2023
Q2 		$343K Buy
14,181
+600
+4% +$14.3K 0.35% 42
2023
Q1 		$331K Buy
13,581
+3,336
+33% +$83.4K 0.39% 42
2022
Q4 		$258K Sell
10,245
-210
-2% -$5.18K 0.31% 49
2022
Q3 		$232K Hold
10,455
– – 0.25% 51
2022
Q2 		$250K Sell
10,455
-6,990
-40% -$178K 0.26% 55
2022
Q1 		$459K Sell
17,445
-17,610
-50% -$461K 0.34% 44
2021
Q4 		$944K Buy
+35,055
New +$911K 0.6% 35

Other funds holding SCHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ulland Investment Advisors's SCHD Position: Q2 2026 in Review

Ulland Investment Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 36 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Ulland Investment Advisors first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $944K in Q4 2021. 1,337 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Ulland Investment Advisors held 36 shares of Schwab US Dividend Equity ETF worth $1K as of Q2 2026.
  • Ulland Investment Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #223 holding.
  • Ulland Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Ulland Investment Advisors's Schwab US Dividend Equity ETF position peaked at $944K in Q4 2021.
  • 1,337 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.