Venture Visionary Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Venture Visionary Partners’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	$21.2M	Sell	669,580 -15,008	-2%	-$476K	0.59%	35
2026 Q1	$21M	Sell	684,588 -7,600	-1%	-$231K	0.7%	28
2025 Q4	$19.5M	Sell	692,188 -953	-0.1%	-$25.9K	0.63%	33
2025 Q3	$18.9M	Sell	693,141 -580,181	-46%	-$15.8M	0.65%	33
2025 Q2	$33.7M	Sell	1,273,322 -16,476	-1%	-$430K	1.27%	16
2025 Q1	$36.1M	Buy	1,289,798 +112,715	+10%	+$3.14M	1.51%	13
2024 Q4	$32.2M	Sell	1,177,083 -83,946	-7%	-$2.39M	1.36%	12
2024 Q3	$35.5M	Buy	1,261,029 +8,706	+0.7%	+$237K	1.54%	11
2024 Q2	$32.5M	Sell	1,252,323 -10,662	-0.8%	-$278K	1.49%	12
2024 Q1	$33.9M	Buy	1,262,985 +62,448	+5%	+$1.61M	1.61%	9
2023 Q4	$30.5M	Buy	1,200,537 +103,755	+9%	+$2.47M	1.61%	9
2023 Q3	$25.9M	Buy	1,096,782 +45,381	+4%	+$1.11M	1.56%	10
2023 Q2	$25.5M	Buy	1,051,401 +132,294	+14%	+$3.16M	1.5%	10
2023 Q1	$22.4M	Buy	919,107 +56,064	+6%	+$1.4M	1.42%	11
2022 Q4	$21.7M	Buy	863,043 +90,792	+12%	+$2.24M	1.57%	11
2022 Q3	$17.1M	Buy	772,251 +49,545	+7%	+$1.2M	1.39%	12
2022 Q2	$17.3M	Buy	722,706 +41,880	+6%	+$1.07M	1.31%	12
2022 Q1	$17.9M	Buy	680,826 +98,148	+17%	+$2.57M	1.19%	16
2021 Q4	$15.9M	Buy	582,678 +61,068	+12%	+$1.59M	1.04%	22
2021 Q3	$12.9M	Buy	521,610 +66,114	+15%	+$1.68M	0.92%	25
2021 Q2	$11.5M	Buy	455,496 +64,986	+17%	+$1.64M	0.92%	24
2021 Q1	$9.49M	Buy	390,510 +128,691	+49%	+$2.93M	0.79%	31
2020 Q4	$5.6M	Buy	+261,819	New	+$5.31M	0.62%	36

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

Venture Visionary Partners's SCHD Position: Q2 2026 in Review

Venture Visionary Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.2% in Q2 2026, selling an estimated $476K and leaving 669,580 shares worth $21.2M. The position accounts for 0.59% of the portfolio, ranked #35.

Venture Visionary Partners first reported a position in SCHD in Q4 2020 and has held it in 23 quarters since. The position peaked at $36.1M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Venture Visionary Partners held 669,580 shares of Schwab US Dividend Equity ETF worth $21.2M as of Q2 2026.
Venture Visionary Partners sold 15,008 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $476K.
Schwab US Dividend Equity ETF made up 0.59% of Venture Visionary Partners's portfolio in Q2 2026, its #35 holding.
Venture Visionary Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 23 quarters since.
Venture Visionary Partners's Schwab US Dividend Equity ETF position peaked at $36.1M in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.