Vanguard Advisers Inc
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Vanguard Advisers Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Vanguard Advisers Inc’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 		$851K Buy
26,842
+3,261
+14% +$103K ﹤0.01% 63
2026
Q1 		$723K Buy
+23,581
New +$715K ﹤0.01% 62

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Advisers Inc's SCHD Position: Q2 2026 in Review

Vanguard Advisers Inc increased its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q2 2026, buying an estimated $103K and bringing the position to 26,842 shares worth $851K. The position accounts for ﹤0.01% of the portfolio, ranked #63.

Vanguard Advisers Inc first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 2,092 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Vanguard Advisers Inc held 26,842 shares of Schwab US Dividend Equity ETF worth $851K as of Q2 2026.
  • Vanguard Advisers Inc bought 3,261 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $103K.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Vanguard Advisers Inc's portfolio in Q2 2026, its #63 holding.
  • Vanguard Advisers Inc first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,092 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Vanguard Advisers Inc's 13F filing for Q2 2026, filed 13 Aug 2026.