Vanguard Personalized Indexing Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Vanguard Personalized Indexing Management’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	$651K	Buy	20,522 +1,342	+7%	+$42.6K	0.01%	1236
2026 Q1	$588K	Sell	19,180 -1,552	-7%	-$47.1K	0.01%	1220
2025 Q4	$569K	Sell	20,732 -119	-0.6%	-$3.24K	0.01%	1183
2025 Q3	$569K	Hold	20,851	–	–	0.01%	1191
2025 Q2	$553K	Sell	20,851 -1,623	-7%	-$42.4K	0.01%	1157
2025 Q1	$628K	Buy	22,474 +72	+0.3%	+$2.01K	0.01%	1010
2024 Q4	$612K	Sell	22,402 -20	-0.1%	-$569	0.01%	1011
2024 Q3	$632K	Buy	22,422 +2,643	+13%	+$72K	0.01%	994
2024 Q2	$513K	Buy	19,779 +1,176	+6%	+$30.6K	0.01%	1021
2024 Q1	$500K	Hold	18,603	–	–	0.01%	1021
2023 Q4	$472K	Sell	18,603 -189	-1%	-$4.5K	0.01%	1030
2023 Q3	$443K	Buy	18,792 +189	+1%	+$4.64K	0.01%	929
2023 Q2	$450K	Buy	18,603 +2,694	+17%	+$64.4K	0.01%	940
2023 Q1	$388K	Buy	15,909 +504	+3%	+$12.6K	0.01%	994
2022 Q4	$388K	Hold	15,405	–	–	0.02%	879
2022 Q3	$341K	Sell	15,405 -1,320	-8%	-$32.1K	0.02%	917
2022 Q2	$399K	Sell	16,725 -444	-3%	-$11.3K	0.02%	894
2022 Q1	$451K	Buy	17,169 +1,764	+11%	+$46.2K	0.02%	867
2021 Q4	$415K	Hold	15,405	–	–	0.02%	759
2021 Q3	$381K	Sell	15,405 -1,194	-7%	-$30.3K	0.03%	658
2021 Q2	$418K	Buy	16,599 +645	+4%	+$16.3K	0.04%	573
2021 Q1	$388K	Hold	15,954	–	–	0.06%	404
2020 Q4	$341K	Hold	15,954	–	–	0.07%	321
2020 Q3	$294K	Hold	15,954	–	–	0.08%	294
2020 Q2	$275K	Buy	+15,954	New	+$269K	0.12%	210

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

Vanguard Personalized Indexing Management's SCHD Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 7% in Q2 2026, buying an estimated $42.6K and bringing the position to 20,522 shares worth $651K. The position accounts for 0.01% of the portfolio, ranked #1236.

Vanguard Personalized Indexing Management first reported a position in SCHD in Q2 2020 and has held it in 25 quarters since. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Vanguard Personalized Indexing Management held 20,522 shares of Schwab US Dividend Equity ETF worth $651K as of Q2 2026.
Vanguard Personalized Indexing Management bought 1,342 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $42.6K.
Schwab US Dividend Equity ETF made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1236 holding.
Vanguard Personalized Indexing Management first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 25 quarters since.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.