Verity Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Verity Asset 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	$1.92M	Buy	60,638 +19,447	+47%	+$617K	0.73%	39
2026 Q1	$1.26M	Buy	+41,191	New	+$1.25M	0.53%	60
2016 Q3	$566K	Buy	40,116 +11,532	+40%	+$163K	0.53%	52
2016 Q2	$395K	Buy	+28,584	New	+$385K	0.39%	55

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

Verity Asset Management's SCHD Position: Q2 2026 in Review

Verity Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 47% in Q2 2026, buying an estimated $617K and bringing the position to 60,638 shares worth $1.92M. The position accounts for 0.73% of the portfolio, ranked #39.

Verity Asset Management first reported a position in SCHD in Q2 2016 and has held it in 4 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Verity Asset Management held 60,638 shares of Schwab US Dividend Equity ETF worth $1.92M as of Q2 2026.
Verity Asset Management bought 19,447 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $617K.
Schwab US Dividend Equity ETF made up 0.73% of Verity Asset Management's portfolio in Q2 2026, its #39 holding.
Verity Asset Management first reported a position in Schwab US Dividend Equity ETF in Q2 2016 and has held it in 4 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Verity Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.