Washington Trust Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Washington Trust Advisors’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	$1.54M	Buy	48,441 +2,296	+5%	+$72.8K	0.11%	98
2026 Q1	$1.42M	Buy	46,145 +1,334	+3%	+$40.5K	0.11%	97
2025 Q4	$1.23M	Buy	44,811 +2,336	+5%	+$63.5K	0.09%	103
2025 Q3	$1.16M	Buy	42,475 +437	+1%	+$11.9K	0.09%	109
2025 Q2	$1.11M	Buy	42,038 +9,480	+29%	+$248K	0.09%	95
2025 Q1	$910K	Buy	32,558 +9,082	+39%	+$253K	0.08%	102
2024 Q4	$641K	Buy	23,476 +7,891	+51%	+$224K	0.05%	118
2024 Q3	$439K	Buy	15,585 +7,698	+98%	+$210K	0.04%	134
2024 Q2	$204K	Buy	7,887 +7,512	+2,003%	+$196K	0.02%	194
2024 Q1	$10.1K	Hold	375	–	–	﹤0.01%	482
2023 Q4	$9.52K	Sell	375 -75	-17%	-$1.79K	﹤0.01%	483
2023 Q3	$10.6K	Sell	450 -585	-57%	-$14.4K	﹤0.01%	452
2023 Q2	$25.1K	Hold	1,035	–	–	﹤0.01%	362
2023 Q1	$25.2K	Hold	1,035	–	–	﹤0.01%	388
2022 Q4	$26.1K	Hold	1,035	–	–	﹤0.01%	386
2022 Q3	$23K	Hold	1,035	–	–	﹤0.01%	498
2022 Q2	$25K	Hold	1,035	–	–	﹤0.01%	504
2022 Q1	$27K	Sell	1,035 -375	-27%	-$9.82K	﹤0.01%	553
2021 Q4	$38K	Buy	+1,410	New	+$36.6K	﹤0.01%	524

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

Washington Trust Advisors's SCHD Position: Q2 2026 in Review

Washington Trust Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 5% in Q2 2026, buying an estimated $72.8K and bringing the position to 48,441 shares worth $1.54M. The position accounts for 0.11% of the portfolio, ranked #98.

Washington Trust Advisors first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Washington Trust Advisors held 48,441 shares of Schwab US Dividend Equity ETF worth $1.54M as of Q2 2026.
Washington Trust Advisors bought 2,296 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $72.8K.
Schwab US Dividend Equity ETF made up 0.11% of Washington Trust Advisors's portfolio in Q2 2026, its #98 holding.
Washington Trust Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.