Win Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Win Advisors’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	–	Sell	-201,790	Closed	-$6.19M	–	108
2026 Q1	$6.19M	Buy	+201,790	New	+$6.12M	2.83%	13
2025 Q2	–	Sell	-147,257	Closed	-$4.12M	–	76
2025 Q1	$4.12M	Buy	+147,257	New	+$4.1M	2.12%	15
2024 Q1	–	Sell	-475,494	Closed	-$12.1M	–	86
2023 Q4	$12.1M	Buy	+475,494	New	+$11.3M	5.47%	5
2023 Q1	–	Sell	-93	Closed	-$2.34K	–	126
2022 Q4	$2.34K	Sell	93 -402	-81%	-$9.9K	﹤0.01%	122
2022 Q3	$11K	Sell	495 -2,961	-86%	-$71.9K	﹤0.01%	90
2022 Q2	$83K	Sell	3,456 -673,659	-99%	-$17.1M	0.16%	32
2022 Q1	$17.8M	Buy	677,115 +429,648	+174%	+$11.3M	4.68%	11
2021 Q4	$6.67M	Buy	+247,467	New	+$6.43M	1.53%	20

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Win Advisors's SCHD Position: Q2 2026 in Review

Win Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 201,790 shares — an estimated $6.19M sold.

Win Advisors first reported a position in SCHD in Q4 2021 and held it in 8 quarters. The position peaked at $17.8M in Q1 2022. 2,155 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Win Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Win Advisors sold 201,790 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $6.19M.
Win Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 8 quarters.
Win Advisors's Schwab US Dividend Equity ETF position peaked at $17.8M in Q1 2022.
2,155 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.