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

Wealthfront 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	$400M	Sell	12,619,208 -188,634	-1%	-$5.98M	0.77%	24
2026 Q1	$393M	Sell	12,807,842 -79,615	-0.6%	-$2.42M	0.86%	22
2025 Q4	$354M	Sell	12,887,457 -281,404	-2%	-$7.65M	0.79%	24
2025 Q3	$360M	Sell	13,168,861 -284,685	-2%	-$7.77M	0.84%	24
2025 Q2	$357M	Sell	13,453,546 -471,036	-3%	-$12.3M	0.92%	21
2025 Q1	$389M	Sell	13,924,582 -385,060	-3%	-$10.7M	1.05%	19
2024 Q4	$391M	Sell	14,309,642 -211,828	-1%	-$6.02M	1.14%	18
2024 Q3	$409M	Sell	14,521,470 -366,132	-2%	-$9.97M	1.26%	17
2024 Q2	$386M	Sell	14,887,602 -462,177	-3%	-$12M	1.3%	17
2024 Q1	$413M	Sell	15,349,779 -498,801	-3%	-$12.9M	1.44%	16
2023 Q4	$402M	Sell	15,848,580 -7,495,029	-32%	-$179M	1.54%	15
2023 Q3	$551M	Sell	23,343,609 -923,691	-4%	-$22.7M	2.37%	12
2023 Q2	$587M	Sell	24,267,300 -1,875,489	-7%	-$44.8M	2.49%	10
2023 Q1	$638M	Sell	26,142,789 -8,181,582	-24%	-$205M	2.9%	9
2022 Q4	$864M	Buy	34,324,371 +1,957,629	+6%	+$48.3M	4.19%	8
2022 Q3	$717M	Buy	32,366,742 +2,703,531	+9%	+$65.7M	3.81%	9
2022 Q2	$708M	Sell	29,663,211 -1,535,598	-5%	-$39.1M	3.56%	9
2022 Q1	$820M	Sell	31,198,809 -1,887,669	-6%	-$49.4M	3.6%	10
2021 Q4	$891M	Buy	33,086,478 +3,337,836	+11%	+$86.7M	3.77%	9
2021 Q3	$736M	Buy	29,748,642 +2,697,138	+10%	+$68.6M	3.41%	9
2021 Q2	$682M	Buy	27,051,504 +2,708,274	+11%	+$68.4M	3.24%	9
2021 Q1	$592M	Buy	24,343,230 +4,744,524	+24%	+$108M	3.17%	9
2020 Q4	$419M	Buy	19,598,706 +1,207,890	+7%	+$24.5M	2.52%	12
2020 Q3	$339M	Sell	18,390,816 -89,616	-0.5%	-$1.65M	2.42%	13
2020 Q2	$319M	Sell	18,480,432 -5,952,354	-24%	-$101M	2.47%	13
2020 Q1	$366M	Buy	24,432,786 +5,310,588	+28%	+$95.3M	3.33%	10
2019 Q4	$369M	Buy	19,122,198 +898,428	+5%	+$16.8M	2.74%	11
2019 Q3	$333M	Buy	18,223,770 +72,213	+0.4%	+$1.29M	2.79%	11
2019 Q2	$321M	Buy	18,151,557 +279,798	+2%	+$4.92M	2.79%	11
2019 Q1	$311M	Buy	17,871,759 +218,670	+1%	+$3.68M	2.89%	11
2018 Q4	$276M	Buy	+17,653,089	New	+$294M	2.94%	12

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

Wealthfront Advisers's SCHD Position: Q2 2026 in Review

Wealthfront Advisers reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.5% in Q2 2026, selling an estimated $5.98M and leaving 12,619,208 shares worth $400M. The position accounts for 0.77% of the portfolio, ranked #24.

Wealthfront Advisers first reported a position in SCHD in Q4 2018 and has held it in 31 quarters since. The position peaked at $891M in Q4 2021. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wealthfront Advisers held 12,619,208 shares of Schwab US Dividend Equity ETF worth $400M as of Q2 2026.
Wealthfront Advisers sold 188,634 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5.98M.
Schwab US Dividend Equity ETF made up 0.77% of Wealthfront Advisers's portfolio in Q2 2026, its #24 holding.
Wealthfront Advisers first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 31 quarters since.
Wealthfront Advisers's Schwab US Dividend Equity ETF position peaked at $891M in Q4 2021.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.