Vontobel Holding
SCHD icon

Vontobel Holding’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Vontobel Holding’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 		$214K Sell
6,750
-1,160
-15% -$36.8K ﹤0.01% 1336
2026
Q1 		$243K Sell
7,910
-4,740
-37% -$144K ﹤0.01% 1063
2025
Q4 		$347K Hold
12,650
– – ﹤0.01% 1118
2025
Q3 		$345K Buy
12,650
+3,600
+40% +$98.2K ﹤0.01% 1058
2025
Q2 		$240K Buy
+9,050
New +$236K ﹤0.01% 1122

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Vontobel Holding's SCHD Position: Q2 2026 in Review

Vontobel Holding reduced its Schwab US Dividend Equity ETF (SCHD) stake by 15% in Q2 2026, selling an estimated $36.8K and leaving 6,750 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Vontobel Holding first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $347K in Q4 2025. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Vontobel Holding held 6,750 shares of Schwab US Dividend Equity ETF worth $214K as of Q2 2026.
  • Vontobel Holding sold 1,160 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $36.8K.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1336 holding.
  • Vontobel Holding first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Vontobel Holding's Schwab US Dividend Equity ETF position peaked at $347K in Q4 2025.
  • 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.