Webster Bank’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Webster Bank’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	$975K	Buy	30,750 +514	+2%	+$16.3K	0.08%	128
2026 Q1	$928K	Buy	30,236 +3,380	+13%	+$103K	0.09%	127
2025 Q4	$737K	Sell	26,856 -585	-2%	-$15.9K	0.07%	136
2025 Q3	$749K	Sell	27,441 -7,329	-21%	-$200K	0.07%	129
2025 Q2	$921K	Hold	34,770	–	–	0.1%	117
2025 Q1	$972K	Hold	34,770	–	–	0.11%	119
2024 Q4	$950K	Hold	34,770	–	–	0.1%	117
2024 Q3	$980K	Hold	34,770	–	–	0.1%	122
2024 Q2	$901K	Buy	34,770 +585	+2%	+$15.2K	0.1%	120
2024 Q1	$919K	Hold	34,185	–	–	0.1%	122
2023 Q4	$868K	Hold	34,185	–	–	0.11%	124
2023 Q3	$806K	Buy	+34,185	New	+$839K	0.11%	121
2022 Q4	–	Sell	-150	Closed	-$3K	–	546
2022 Q3	$3K	Buy	+150	New	+$3.64K	﹤0.01%	514
2019 Q4	–	Sell	-795	Closed	-$15K	–	536
2019 Q3	$15K	Hold	795	–	–	﹤0.01%	410
2019 Q2	$14K	Hold	795	–	–	﹤0.01%	417
2019 Q1	$14K	Hold	795	–	–	﹤0.01%	411
2018 Q4	$12K	Hold	795	–	–	﹤0.01%	405
2018 Q3	$14K	Hold	795	–	–	﹤0.01%	427
2018 Q2	$13K	Hold	795	–	–	﹤0.01%	425
2018 Q1	$13K	Hold	795	–	–	﹤0.01%	465
2017 Q4	$14K	Hold	795	–	–	﹤0.01%	487
2017 Q3	$12K	Buy	+795	New	+$12.2K	﹤0.01%	466

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

Webster Bank's SCHD Position: Q2 2026 in Review

Webster Bank increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q2 2026, buying an estimated $16.3K and bringing the position to 30,750 shares worth $975K. The position accounts for 0.08% of the portfolio, ranked #128.

Webster Bank first reported a position in SCHD in Q3 2017 and has held it in 22 quarters since. The position peaked at $980K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Webster Bank held 30,750 shares of Schwab US Dividend Equity ETF worth $975K as of Q2 2026.
Webster Bank bought 514 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $16.3K.
Schwab US Dividend Equity ETF made up 0.08% of Webster Bank's portfolio in Q2 2026, its #128 holding.
Webster Bank first reported a position in Schwab US Dividend Equity ETF in Q3 2017 and has held it in 22 quarters since.
Webster Bank's Schwab US Dividend Equity ETF position peaked at $980K in Q3 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.