SCHD
Schwab US Dividend Equity ETF
Listed by 13 members on their latest annual reports (18 rows: one member can hold it in several accounts or through a spouse).
Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by member.
| Member | Owner | As printed on the filing | Value band | As of |
|---|---|---|---|---|
| Rick W. Allen GA-12 | Spouse | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Schwab US Dividend Equity ETF (SCHD) EF | $100,001 - $250,000 | August 11, 2026 filing 10074380, p. 11 |
| Greg Stanton AZ-4 | Spouse | Charles Schwab Rollover IRA ⇒ Schwab US Dividend Equity ETF (SCHD) EF | $50,001 - $100,000 | July 27, 2026 filing 10077484, p. 3 |
| Rick W. Allen GA-12 | Spouse | CONT IRA ⇒ Schwab US Dividend Equity ETF (SCHD) EF | $15,001 - $50,000 | August 11, 2026 filing 10074380, p. 2 |
| Rick W. Allen GA-12 | Spouse | INIRA ⇒ Schwab US Dividend Equity ETF (SCHD) EF | $15,001 - $50,000 | August 11, 2026 filing 10074380, p. 3 |
| Andrea Salinas OR-6 | Spouse | Northwest Quadrant Rollover IRA ⇒ Schwab US Dividend Equity ETF (SCHD) EF | $15,001 - $50,000 | May 7, 2026 filing 10075989, p. 2 |
| Pete Sessions TX-17 | Member | CS SEP ⇒ Schwab US Dividend Equity ETF (SCHD) EF | $15,001 - $50,000 | April 28, 2026 filing 10075867, p. 4 |
| Robert J. Wittman VA-1 | Member | Morgan Stanley (JT) ⇒ Schwab US Dividend Equity ETF (SCHD) EF | $15,001 - $50,000 | August 12, 2026 filing 10077609, p. 5 |
| Don Bacon NE-2 | Spouse | Fidelity IRA Rollover ⇒ Schwab US Dividend Equity ETF (SCHD) EF | $1,001 - $15,000 | September 9, 2026 filing 10081069, p. 4 |
| Don Bacon NE-2 | Member | Fidelity IRA Rollover ⇒ Schwab US Dividend Equity ETF (SCHD) EF | $1,001 - $15,000 | September 9, 2026 filing 10081069, p. 4 |
| Don Bacon NE-2 | Member | Roth @ Fidelity (transfer from Franklin) ⇒ Schwab US Dividend Equity ETF (SCHD) EF | $1,001 - $15,000 | September 9, 2026 filing 10081069, p. 7 |
| Katherine M. Clark MA-5 | Member | Katherine M. Clark Separate Share Trust ⇒ Schwab US Dividend Equity ETF (SCHD) EF | $1,001 - $15,000 | May 15, 2026 filing 10075831, p. 5 |
| Joe Courtney CT-2 | Spouse | Inherited IRA ⇒ Schwab US Dividend Equity ETF (SCHD) EF | $1,001 - $15,000 | May 14, 2026 filing 10076814, p. 5 |
| Scott Fitzgerald WI-5 | Joint | Schwab US Dividend Equity ETF (SCHD) EF | $1,001 - $15,000 | July 15, 2026 filing 10081309, p. 2 |
| Sam T. Liccardo CA-16 | Member | Schwab ⇒ Schwab Trading Account -- Sam Liccardo ⇒ Schwab US Dividend Equity ETF (SCHD) EF | $1,001 - $15,000 | June 8, 2026 filing 10078554, p. 4 |
| Grace Meng NY-6 | Dependent child | Apex Clearing - BK ⇒ Schwab US Dividend Equity ETF (SCHD) EF | $1,001 - $15,000 | June 22, 2026 filing 10075835, p. 2 |
| Grace Meng NY-6 | Dependent child | Apex Clearing - TK ⇒ Schwab US Dividend Equity ETF (SCHD) EF | $1,001 - $15,000 | June 22, 2026 filing 10075835, p. 2 |
| Jared Moskowitz FL-23 | Member | Stash (2) ⇒ Schwab US Dividend Equity ETF (SCHD) EF | $1,001 - $15,000 | August 13, 2026 filing 10074897, p. 24 |
| Jason Smith MO-8 | Member | Schwab US Dividend Equity ETF (SCHD) EF | $1 - $1,000 | August 13, 2026 filing 10078389, p. 2 |
Not counted: 1 more member lists it valued “None”, the category for no value at the end of the period: Robert C. "Bobby" Scott.
How the count is made: see Most held.