Yelin Lapidot Holdings Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Yelin Lapidot Holdings Management’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	$7.98M	Hold	251,541	–	–	1.51%	19
2026 Q1	$7.72M	Hold	251,541	–	–	1.61%	19
2025 Q4	$6.9M	Hold	251,541	–	–	1.38%	19
2025 Q3	$6.87M	Hold	251,541	–	–	1.44%	21
2025 Q2	$6.67M	Sell	251,541 -118,000	-32%	-$3.08M	1.22%	22
2025 Q1	$10.3M	Buy	369,541 +13,700	+4%	+$382K	2%	14
2024 Q4	$9.72M	Sell	355,841 -83,800	-19%	-$2.38M	1.69%	16
2024 Q3	$12.4M	Buy	439,641 +108,000	+33%	+$2.94M	2.04%	15
2024 Q2	$8.6M	Hold	331,641	–	–	1.52%	19
2024 Q1	$8.91M	Buy	331,641 +309,000	+1,365%	+$7.98M	1.83%	17
2023 Q4	$575K	Hold	22,641	–	–	0.14%	63
2023 Q3	$536K	Buy	+22,641	New	+$556K	0.13%	65

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

Yelin Lapidot Holdings Management's SCHD Position: Q2 2026 in Review

Yelin Lapidot Holdings Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 251,541 shares worth $7.98M. The position accounts for 1.51% of the portfolio, ranked #19.

Yelin Lapidot Holdings Management first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.4M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Yelin Lapidot Holdings Management held 251,541 shares of Schwab US Dividend Equity ETF worth $7.98M as of Q2 2026.
Yelin Lapidot Holdings Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 1.51% of Yelin Lapidot Holdings Management's portfolio in Q2 2026, its #19 holding.
Yelin Lapidot Holdings Management first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
Yelin Lapidot Holdings Management's Schwab US Dividend Equity ETF position peaked at $12.4M in Q3 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.