United Community Bank’s Schwab US Dividend Equity ETF SCHD Stock Holding History

United Community Bank’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	$196K	Sell	6,189 -952	-13%	-$30.2K	0.06%	206
2026 Q1	$219K	Buy	7,141 +1,478	+26%	+$44.8K	0.07%	191
2025 Q4	$155K	Buy	5,663 +113	+2%	+$3.07K	0.06%	187
2025 Q3	$152K	Buy	5,550 +1,950	+54%	+$53.2K	0.05%	228
2025 Q2	$95.4K	Hold	3,600	–	–	0.03%	257
2025 Q1	$101K	Hold	3,600	–	–	0.04%	259
2024 Q4	$98.4K	Buy	+3,600	New	+$102K	0.04%	255

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

United Community Bank's SCHD Position: Q2 2026 in Review

United Community Bank reduced its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q2 2026, selling an estimated $30.2K and leaving 6,189 shares worth $196K. The position accounts for 0.06% of the portfolio, ranked #206.

United Community Bank first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $219K in Q1 2026. 2,141 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

United Community Bank held 6,189 shares of Schwab US Dividend Equity ETF worth $196K as of Q2 2026.
United Community Bank sold 952 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $30.2K.
Schwab US Dividend Equity ETF made up 0.06% of United Community Bank's portfolio in Q2 2026, its #206 holding.
United Community Bank first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
United Community Bank's Schwab US Dividend Equity ETF position peaked at $219K in Q1 2026.
2,141 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.