Wilmington Savings Fund Society’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wilmington Savings Fund Society’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	$97.8K	Hold	3,083	–	–	﹤0.01%	754
2026 Q1	$94.6K	Hold	3,083	–	–	﹤0.01%	745
2025 Q4	$84.6K	Sell	3,083 -900	-23%	-$24.5K	﹤0.01%	775
2025 Q3	$109K	Sell	3,983 -624	-14%	-$17K	﹤0.01%	721
2025 Q2	$122K	Sell	4,607 -22	-0.5%	-$575	﹤0.01%	959
2025 Q1	$129K	Sell	4,629 -14,877	-76%	-$415K	﹤0.01%	927
2024 Q4	$533K	Buy	19,506 +13,734	+238%	+$390K	0.01%	569
2024 Q3	$163K	Buy	+5,772	New	+$157K	﹤0.01%	882

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

Wilmington Savings Fund Society's SCHD Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 3,083 shares worth $97.8K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Wilmington Savings Fund Society first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. The position peaked at $533K in Q4 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wilmington Savings Fund Society held 3,083 shares of Schwab US Dividend Equity ETF worth $97.8K as of Q2 2026.
Wilmington Savings Fund Society left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #754 holding.
Wilmington Savings Fund Society first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's Schwab US Dividend Equity ETF position peaked at $533K in Q4 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.