YP
SCHD icon

YANKCOM Partnership’s Schwab US Dividend Equity ETF SCHD Stock Holding History

YANKCOM Partnership’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 		$258K Hold
8,130
– – 0.09% 134
2026
Q1 		$249K Sell
8,130
-3,923
-33% -$119K 0.1% 130
2025
Q4 		$331K Buy
12,053
+3,923
+48% +$107K 0.14% 114
2025
Q3 		$222K Sell
8,130
-4,791
-37% -$131K 0.1% 129
2025
Q2 		$342K Hold
12,921
– – 0.17% 113
2025
Q1 		$361K Hold
12,921
– – 0.2% 108
2024
Q4 		$353K Buy
+12,921
New +$367K 0.19% 113

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

YANKCOM Partnership's SCHD Position: Q2 2026 in Review

YANKCOM Partnership held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 8,130 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #134.

YANKCOM Partnership first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $361K in Q1 2025. 1,457 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • YANKCOM Partnership held 8,130 shares of Schwab US Dividend Equity ETF worth $258K as of Q2 2026.
  • YANKCOM Partnership left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.09% of YANKCOM Partnership's portfolio in Q2 2026, its #134 holding.
  • YANKCOM Partnership first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • YANKCOM Partnership's Schwab US Dividend Equity ETF position peaked at $361K in Q1 2025.
  • 1,457 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.