Vise Technologies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Vise Technologies’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	$3.42M	Buy	107,752 +5,298	+5%	+$168K	0.04%	383
2026 Q1	$2.81M	Hold	102,454	–	–	0.06%	274
2025 Q4	$2.81M	Buy	102,454 +90,528	+759%	+$2.46M	0.06%	275
2025 Q3	$326K	Sell	11,926 -165,278	-93%	-$4.51M	0.01%	850
2025 Q2	$4.7M	Buy	+177,204	New	+$4.63M	0.19%	113

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 22.9% 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

Vise Technologies's SCHD Position: Q2 2026 in Review

Vise Technologies increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.2% in Q2 2026, buying an estimated $168K and bringing the position to 107,752 shares worth $3.42M. The position accounts for 0.04% of the portfolio, ranked #383.

Vise Technologies first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.7M in Q2 2025. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Vise Technologies held 107,752 shares of Schwab US Dividend Equity ETF worth $3.42M as of Q2 2026.
Vise Technologies bought 5,298 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $168K.
Schwab US Dividend Equity ETF made up 0.04% of Vise Technologies's portfolio in Q2 2026, its #383 holding.
Vise Technologies first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
Vise Technologies's Schwab US Dividend Equity ETF position peaked at $4.7M in Q2 2025.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.