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

World Investment 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	$13.3M	Sell	433,016 -15,102	-3%	-$479K	0.22%	98
2026 Q1	$13.7M	Buy	448,118 +18,130	+4%	+$550K	0.22%	94
2025 Q4	$11.8M	Buy	429,988 +88,313	+26%	+$2.4M	0.19%	118
2025 Q3	$9.33M	Buy	341,675 +54,486	+19%	+$1.49M	0.19%	118
2025 Q2	$7.61M	Buy	287,189 +48,437	+20%	+$1.26M	0.17%	133
2025 Q1	$6.68M	Buy	238,752 +12,041	+5%	+$336K	0.17%	143
2024 Q4	$6.19M	Buy	226,711 +10,150	+5%	+$289K	0.17%	138
2024 Q3	$6.04M	Buy	216,561 +13,740	+7%	+$374K	0.19%	131
2024 Q2	$5.26M	Buy	+202,821	New	+$5.28M	0.33%	63
2024 Q1	–	Sell	-60,894	Closed	-$1.55M	–	460
2023 Q4	$1.55M	Sell	60,894 -251,991	-81%	-$6M	0.2%	106
2023 Q3	$7.38M	Sell	312,885 -8,418	-3%	-$207K	1.46%	15
2023 Q2	$7.78M	Buy	321,303 +80,712	+34%	+$1.93M	1.5%	16
2023 Q1	$5.87M	Buy	240,591 +35,841	+18%	+$896K	1.22%	19
2022 Q4	$5.16M	Sell	204,750 -1,875	-0.9%	-$46.3K	1.18%	18
2022 Q3	$4.58M	Buy	206,625 +12,114	+6%	+$294K	1.09%	21
2022 Q2	$4.84M	Buy	194,511 +99,120	+104%	+$2.52M	1.02%	22
2022 Q1	$2.51M	Buy	95,391 +12,519	+15%	+$328K	0.52%	37
2021 Q4	$2.17M	Buy	82,872 +6,360	+8%	+$165K	0.45%	43
2021 Q3	$1.89M	Buy	76,512 +6,237	+9%	+$159K	0.43%	40
2021 Q2	$1.77M	Buy	70,275 +1,842	+3%	+$46.5K	0.41%	49
2021 Q1	$1.75M	Buy	68,433 +5,673	+9%	+$129K	0.42%	46
2020 Q4	$1.4M	Buy	62,760 +13,281	+27%	+$269K	0.36%	55
2020 Q3	$912K	Buy	49,479 +7,983	+19%	+$147K	0.31%	54
2020 Q2	$797K	Buy	+41,496	New	+$701K	0.28%	58
2020 Q1	–	Sell	-12,255	Closed	-$237K	–	171
2019 Q4	$237K	Buy	+12,255	New	+$230K	0.09%	136

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

World Investment Advisors's SCHD Position: Q2 2026 in Review

World Investment Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.4% in Q2 2026, selling an estimated $479K and leaving 433,016 shares worth $13.3M. The position accounts for 0.22% of the portfolio, ranked #98.

World Investment Advisors first reported a position in SCHD in Q4 2019 and has held it in 25 quarters since. The position peaked at $13.7M in Q1 2026. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

World Investment Advisors held 433,016 shares of Schwab US Dividend Equity ETF worth $13.3M as of Q2 2026.
World Investment Advisors sold 15,102 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $479K.
Schwab US Dividend Equity ETF made up 0.22% of World Investment Advisors's portfolio in Q2 2026, its #98 holding.
World Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 25 quarters since.
World Investment Advisors's Schwab US Dividend Equity ETF position peaked at $13.7M in Q1 2026.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.