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WhitTier Trust Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

WhitTier Trust Company’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 		$767K Buy
23,565
+44
+0.2% +$1.4K 0.01% 344
2026
Q1 		$721K Buy
23,521
+12,724
+118% +$386K 0.01% 335
2025
Q4 		$303K Sell
10,797
-1,587
-13% -$43.2K 0.01% 430
2025
Q3 		$339K Buy
12,384
+402
+3% +$11K 0.01% 400
2025
Q2 		$318K Hold
11,982
– – 0.01% 453
2025
Q1 		$335K Sell
11,982
-435
-4% -$12.1K 0.01% 441
2024
Q4 		$339K Hold
12,417
– – 0.01% 426
2024
Q3 		$350K Buy
12,417
+435
+4% +$11.9K 0.01% 400
2024
Q2 		$311K Hold
11,982
– – 0.01% 405
2024
Q1 		$322K Hold
11,982
– – 0.01% 394
2023
Q4 		$304K Hold
11,982
– – 0.01% 400
2023
Q3 		$283K Sell
11,982
-5,418
-31% -$133K 0.01% 402
2023
Q2 		$421K Sell
17,400
-21,984
-56% -$525K 0.01% 359
2023
Q1 		$960K Buy
39,384
+1,587
+4% +$39.7K 0.04% 280
2022
Q4 		$952K Buy
37,797
+3,831
+11% +$94.6K 0.04% 279
2022
Q3 		$752K Sell
33,966
-43,137
-56% -$1.05M 0.03% 293
2022
Q2 		$1.84M Buy
77,103
+31,392
+69% +$799K 0.08% 210
2022
Q1 		$1.2M Hold
45,711
– – 0.04% 261
2021
Q4 		$1.23M Buy
45,711
+44,724
+4,531% +$1.16M 0.05% 258
2021
Q3 		$24K Buy
+987
New +$25.1K ﹤0.01% 798

Other funds holding SCHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WhitTier Trust Company's SCHD Position: Q2 2026 in Review

WhitTier Trust Company increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.19% in Q2 2026, buying an estimated $1.4K and bringing the position to 23,565 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #344.

WhitTier Trust Company first reported a position in SCHD in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.84M in Q2 2022. 1,431 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • WhitTier Trust Company held 23,565 shares of Schwab US Dividend Equity ETF worth $767K as of Q2 2026.
  • WhitTier Trust Company bought 44 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.4K.
  • Schwab US Dividend Equity ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #344 holding.
  • WhitTier Trust Company first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and has held it in 20 quarters since.
  • WhitTier Trust Company's Schwab US Dividend Equity ETF position peaked at $1.84M in Q2 2022.
  • 1,431 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.