Virtus ETF Advisers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Virtus ETF Advisers’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	–	Sell	-56	Closed	-$1.72K	–	565
2026 Q1	$1.72K	Buy	56 +6	+12%	+$182	﹤0.01%	479
2025 Q4	$1.37K	Sell	50 -34	-40%	-$924	﹤0.01%	481
2025 Q3	$2.29K	Buy	84 +14	+20%	+$382	﹤0.01%	449
2025 Q2	$1.85K	Sell	70 -18	-20%	-$470	﹤0.01%	440
2025 Q1	$2.46K	Buy	+88	New	+$2.45K	﹤0.01%	409

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

Virtus ETF Advisers's SCHD Position: Q2 2026 in Review

Virtus ETF Advisers sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 56 shares — an estimated $1.72K sold.

Virtus ETF Advisers first reported a position in SCHD in Q1 2025 and held it in 5 quarters. The position peaked at $2.46K in Q1 2025. 2,143 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Virtus ETF Advisers reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Virtus ETF Advisers sold 56 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.72K.
Virtus ETF Advisers first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and held it in 5 quarters.
Virtus ETF Advisers's Schwab US Dividend Equity ETF position peaked at $2.46K in Q1 2025.
2,143 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Virtus ETF Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.