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Winter & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Winter & Associates’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 		$401K Sell
12,648
-672
-5% -$21.3K 0.3% 49
2026
Q1 		$408K Sell
13,320
-306
-2% -$9.28K 0.36% 53
2025
Q4 		$374K Buy
+13,626
New +$370K 0.35% 58

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Winter & Associates's SCHD Position: Q2 2026 in Review

Winter & Associates reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5% in Q2 2026, selling an estimated $21.3K and leaving 12,648 shares worth $401K. The position accounts for 0.3% of the portfolio, ranked #49.

Winter & Associates first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. The position peaked at $408K in Q1 2026. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Winter & Associates held 12,648 shares of Schwab US Dividend Equity ETF worth $401K as of Q2 2026.
  • Winter & Associates sold 672 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $21.3K.
  • Schwab US Dividend Equity ETF made up 0.3% of Winter & Associates's portfolio in Q2 2026, its #49 holding.
  • Winter & Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Winter & Associates's Schwab US Dividend Equity ETF position peaked at $408K in Q1 2026.
  • 2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.