Vident Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Vident Advisory’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	$2.72M	Sell	85,688 -1,053	-1%	-$33.4K	0.02%	573
2026 Q1	$2.66M	Sell	86,741 -3,738	-4%	-$113K	0.02%	540
2025 Q4	$2.48M	Sell	90,479 -510	-0.6%	-$13.9K	0.02%	509
2025 Q3	$2.48M	Hold	90,989	–	–	0.02%	504
2025 Q2	$2.41M	Sell	90,989 -2,135	-2%	-$55.8K	0.03%	454
2025 Q1	$2.6M	Sell	93,124 -1,379	-1%	-$38.4K	0.04%	388
2024 Q4	$2.58M	Hold	94,503	–	–	0.05%	358
2024 Q3	$2.66M	Sell	94,503 -1,551	-2%	-$42.3K	0.07%	318
2024 Q2	$2.49M	Hold	96,054	–	–	0.07%	301
2024 Q1	$2.58M	Sell	96,054 -2,070	-2%	-$53.5K	0.05%	327
2023 Q4	$2.49M	Sell	98,124 -192	-0.2%	-$4.58K	0.06%	322
2023 Q3	$2.32M	Buy	+98,316	New	+$2.41M	0.07%	283

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

Vident Advisory's SCHD Position: Q2 2026 in Review

Vident Advisory reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q2 2026, selling an estimated $33.4K and leaving 85,688 shares worth $2.72M. The position accounts for 0.02% of the portfolio, ranked #573.

Vident Advisory first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Vident Advisory held 85,688 shares of Schwab US Dividend Equity ETF worth $2.72M as of Q2 2026.
Vident Advisory sold 1,053 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $33.4K.
Schwab US Dividend Equity ETF made up 0.02% of Vident Advisory's portfolio in Q2 2026, its #573 holding.
Vident Advisory first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.