Westside Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Westside Investment Management’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	$228K	Hold	7,175	–	–	0.03%	288
2026 Q1	$220K	Sell	7,175 -196	-3%	-$5.95K	0.03%	287
2025 Q4	$204K	Buy	7,371 +167	+2%	+$4.54K	0.03%	281
2025 Q3	$198K	Buy	7,204 +383	+6%	+$10.4K	0.03%	290
2025 Q2	$184K	Buy	6,821 +5,352	+364%	+$140K	0.03%	264
2025 Q1	$41.1K	Buy	1,469 +1,430	+3,667%	+$39.9K	0.01%	429
2024 Q4	$1.06K	Buy	+39	New	+$1.11K	﹤0.01%	941
2024 Q2	–	Sell	-1,200	Closed	-$32.3K	–	1002
2024 Q1	$32.3K	Buy	+1,200	New	+$31K	0.01%	441
2023 Q1	–	Sell	-387	Closed	-$9.68K	–	854
2022 Q4	$9	Hold	387	–	–	﹤0.01%	625
2022 Q3	$8	Hold	387	–	–	﹤0.01%	637
2022 Q2	$9	Sell	387 -87	-18%	-$2.21K	﹤0.01%	616
2022 Q1	$12	Hold	474	–	–	﹤0.01%	595
2021 Q4	$12	Hold	474	–	–	﹤0.01%	574
2021 Q3	$11	Buy	474 +387	+445%	+$9.84K	﹤0.01%	570
2021 Q2	$2	Hold	87	–	–	﹤0.01%	712
2021 Q1	$2	Hold	87	–	–	﹤0.01%	690
2020 Q4	$1	Buy	+87	New	+$1.76K	﹤0.01%	633

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

Westside Investment Management's SCHD Position: Q2 2026 in Review

Westside Investment Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 7,175 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #288.

Westside Investment Management first reported a position in SCHD in Q4 2020 and has held it in 17 quarters since. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Westside Investment Management held 7,175 shares of Schwab US Dividend Equity ETF worth $228K as of Q2 2026.
Westside Investment Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.03% of Westside Investment Management's portfolio in Q2 2026, its #288 holding.
Westside Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 17 quarters since.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.