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

Verity & Verity’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	$580K	Sell	18,306 -3,060	-14%	-$97.1K	0.04%	92
2026 Q1	$656K	Buy	21,366 +480	+2%	+$14.6K	0.05%	88
2025 Q4	$573K	Buy	20,886 +84	+0.4%	+$2.28K	0.04%	98
2025 Q3	$568K	Sell	20,802 -767	-4%	-$20.9K	0.05%	94
2025 Q2	$572K	Buy	21,569 +319	+2%	+$8.33K	0.05%	95
2025 Q1	$594K	Buy	21,250 +3,594	+20%	+$100K	0.05%	91
2024 Q4	$482K	Buy	17,656 +301	+2%	+$8.56K	0.04%	97
2024 Q3	$489K	Buy	17,355 +51	+0.3%	+$1.39K	0.05%	84
2024 Q2	$449K	Sell	17,304 -11,640	-40%	-$303K	0.05%	82
2024 Q1	$778K	Buy	28,944 +11,688	+68%	+$302K	0.09%	73
2023 Q4	$438K	Buy	17,256 +1,881	+12%	+$44.8K	0.05%	80
2023 Q3	$363K	Buy	15,375 +2,091	+16%	+$51.3K	0.05%	80
2023 Q2	$322K	Buy	+13,284	New	+$317K	0.04%	80

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 & Verity's SCHD Position: Q2 2026 in Review

Verity & Verity reduced its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q2 2026, selling an estimated $97.1K and leaving 18,306 shares worth $580K. The position accounts for 0.04% of the portfolio, ranked #92.

Verity & Verity first reported a position in SCHD in Q2 2023 and has held it in 13 quarters since. The position peaked at $778K in Q1 2024. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Verity & Verity held 18,306 shares of Schwab US Dividend Equity ETF worth $580K as of Q2 2026.
Verity & Verity sold 3,060 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $97.1K.
Schwab US Dividend Equity ETF made up 0.04% of Verity & Verity's portfolio in Q2 2026, its #92 holding.
Verity & Verity first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 13 quarters since.
Verity & Verity's Schwab US Dividend Equity ETF position peaked at $778K in Q1 2024.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Verity & Verity's 13F filing for Q2 2026, filed 28 Jul 2026.