49 Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

49 Wealth 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	–	Sell	-19,397	Closed	-$595K	–	274
2026 Q1	$595K	Buy	+19,397	New	+$588K	0.04%	101
2025 Q4	–	Sell	-13,323	Closed	-$364K	–	218
2025 Q3	$364K	Sell	13,323 -2,778	-17%	-$75.8K	0.03%	127
2025 Q2	$427K	Sell	16,101 -3,087	-16%	-$80.6K	0.05%	99
2025 Q1	$537K	Sell	19,188 -411	-2%	-$11.5K	0.06%	90
2024 Q4	$535K	Sell	19,599 -2,883	-13%	-$82K	0.08%	79
2024 Q3	$633K	Sell	22,482 -159	-0.7%	-$4.33K	0.1%	73
2024 Q2	$584K	Buy	22,641 +1,857	+9%	+$48.3K	0.12%	78
2024 Q1	$555K	Buy	20,784 +4,266	+26%	+$110K	0.12%	53
2023 Q4	$419K	Buy	+16,518	New	+$394K	0.11%	61

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

49 Wealth Management's SCHD Position: Q2 2026 in Review

49 Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 19,397 shares — an estimated $595K sold.

49 Wealth Management first reported a position in SCHD in Q4 2023 and held it in 9 quarters. The position peaked at $633K in Q3 2024. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

49 Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 19,397 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $595K.
49 Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 9 quarters.
49 Wealth Management's Schwab US Dividend Equity ETF position peaked at $633K in Q3 2024.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.