ZIM
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Zacks Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Zacks Investment 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 		$613K Sell
19,318
-595
-3% -$18.9K ﹤0.01% 483
2026
Q1 		$611K Sell
19,913
-603
-3% -$18.3K ﹤0.01% 460
2025
Q4 		$563K Buy
20,516
+2,788
+16% +$75.8K ﹤0.01% 485
2025
Q3 		$484K Sell
17,728
-1,750
-9% -$47.7K ﹤0.01% 497
2025
Q2 		$516K Sell
19,478
-20,013
-51% -$523K ﹤0.01% 475
2025
Q1 		$1.1M Buy
39,491
+15,614
+65% +$435K 0.01% 393
2024
Q4 		$652K Buy
23,877
+2,631
+12% +$74.8K 0.01% 454
2024
Q3 		$599K Buy
21,246
+3,216
+18% +$87.6K 0.01% 471
2024
Q2 		$467K Buy
18,030
+4,971
+38% +$129K 0.01% 452
2024
Q1 		$351K Sell
13,059
-9,870
-43% -$255K ﹤0.01% 520
2023
Q4 		$582K Buy
22,929
+11,250
+96% +$268K 0.01% 449
2023
Q3 		$275K Buy
11,679
+663
+6% +$16.3K ﹤0.01% 522
2023
Q2 		$267K Sell
11,016
-8,496
-44% -$203K ﹤0.01% 546
2023
Q1 		$476K Buy
19,512
+1,311
+7% +$32.8K 0.01% 456
2022
Q4 		$458K Sell
18,201
-1,125
-6% -$27.8K 0.01% 447
2022
Q3 		$428K Buy
19,326
+10,155
+111% +$247K 0.01% 442
2022
Q2 		$219K Sell
9,171
-8,961
-49% -$228K ﹤0.01% 533
2022
Q1 		$477K Sell
18,132
-1,623
-8% -$42.5K 0.01% 448
2021
Q4 		$532K Buy
19,755
+2,904
+17% +$75.4K 0.01% 451
2021
Q3 		$417K Hold
16,851
– – 0.01% 475
2021
Q2 		$425K Hold
16,851
– – 0.01% 470
2021
Q1 		$410K Sell
16,851
-10,011
-37% -$228K 0.01% 434
2020
Q4 		$574K Buy
26,862
+7,188
+37% +$146K 0.01% 406
2020
Q3 		$363K Buy
19,674
+63
+0.3% +$1.16K 0.01% 435
2020
Q2 		$338K Buy
+19,611
New +$331K 0.01% 428
2020
Q1 		– Sell
-22,488
Closed -$434K – 585
2019
Q4 		$434K Buy
+22,488
New +$421K 0.01% 460

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

Zacks Investment Management's SCHD Position: Q2 2026 in Review

Zacks Investment Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3% in Q2 2026, selling an estimated $18.9K and leaving 19,318 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Zacks Investment Management first reported a position in SCHD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.1M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Zacks Investment Management held 19,318 shares of Schwab US Dividend Equity ETF worth $613K as of Q2 2026.
  • Zacks Investment Management sold 595 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $18.9K.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #483 holding.
  • Zacks Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 26 quarters since.
  • Zacks Investment Management's Schwab US Dividend Equity ETF position peaked at $1.1M in Q1 2025.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.