UBG
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United Bank (Georgia)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

United Bank (Georgia)’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 		$7.06M Buy
222,798
+6,879
+3% +$218K 2.15% 14
2026
Q1 		$6.62M Buy
215,919
+5,827
+3% +$177K 2.2% 12
2025
Q4 		$5.76M Buy
210,092
+7,544
+4% +$205K 1.95% 13
2025
Q3 		$5.53M Buy
202,548
+6,835
+3% +$186K 1.92% 14
2025
Q2 		$5.19M Buy
195,713
+9,351
+5% +$244K 1.98% 14
2025
Q1 		$5.21M Buy
186,362
+2,333
+1% +$65K 2.15% 14
2024
Q4 		$5.03M Buy
184,029
+939
+0.5% +$26.7K 2.12% 14
2024
Q3 		$5.16M Sell
183,090
-2,427
-1% -$66.1K 2.38% 12
2024
Q2 		$4.81M Buy
185,517
+5,637
+3% +$147K 2.4% 11
2024
Q1 		$4.83M Buy
179,880
+18,015
+11% +$465K 2.46% 11
2023
Q4 		$4.11M Buy
161,865
+2,409
+2% +$57.4K 2.27% 11
2023
Q3 		$3.76M Buy
159,456
+9,210
+6% +$226K 2.25% 8
2023
Q2 		$3.64M Buy
150,246
+2,559
+2% +$61.1K 2.07% 16
2023
Q1 		$3.6M Buy
147,687
+2,439
+2% +$61K 2.11% 12
2022
Q4 		$3.66M Buy
145,248
+738
+0.5% +$18.2K 2.24% 12
2022
Q3 		$3.2M Buy
144,510
+3,129
+2% +$76K 2.13% 13
2022
Q2 		$3.38M Sell
141,381
-657
-0.5% -$16.7K 2.1% 13
2022
Q1 		$3.73M Buy
142,038
+10,071
+8% +$264K 1.98% 14
2021
Q4 		$3.56M Sell
131,967
-11,292
-8% -$293K 1.91% 18
2021
Q3 		$3.54M Buy
+143,259
New +$3.64M 2.25% 13

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

United Bank (Georgia)'s SCHD Position: Q2 2026 in Review

United Bank (Georgia) increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.2% in Q2 2026, buying an estimated $218K and bringing the position to 222,798 shares worth $7.06M. The position accounts for 2.15% of the portfolio, ranked #14.

United Bank (Georgia) first reported a position in SCHD in Q3 2021 and has held it in 20 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • United Bank (Georgia) held 222,798 shares of Schwab US Dividend Equity ETF worth $7.06M as of Q2 2026.
  • United Bank (Georgia) bought 6,879 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $218K.
  • Schwab US Dividend Equity ETF made up 2.15% of United Bank (Georgia)'s portfolio in Q2 2026, its #14 holding.
  • United Bank (Georgia) first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on United Bank (Georgia)'s 13F filing for Q2 2026, filed 10 Aug 2026.