Aaron Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Aaron Wealth Advisors’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	$1.08M	Buy	34,055 +3	+0%	+$95	0.05%	227
2026 Q1	$1.04M	Buy	34,052 +3	+0%	+$91	0.06%	214
2025 Q4	$934K	Buy	34,049 +4	+0%	+$109	0.05%	263
2025 Q3	$929K	Sell	34,045 -143	-0.4%	-$3.9K	0.06%	255
2025 Q2	$906K	Buy	34,188 +168	+0.5%	+$4.39K	0.09%	143
2025 Q1	$951K	Sell	34,020 -2,127	-6%	-$59.3K	0.11%	128
2024 Q4	$988K	Sell	36,147 -216	-0.6%	-$6.14K	0.11%	122
2024 Q3	$1.02M	Buy	36,363 +48	+0.1%	+$1.31K	0.12%	116
2024 Q2	$941K	Sell	36,315 -180	-0.5%	-$4.68K	0.13%	103
2024 Q1	$981K	Sell	36,495 -10,509	-22%	-$271K	0.14%	98
2023 Q4	$1.19M	Sell	47,004 -57,447	-55%	-$1.37M	0.2%	67
2023 Q3	$2.46M	Buy	+104,451	New	+$2.56M	0.32%	50

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

Aaron Wealth Advisors's SCHD Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.01% in Q2 2026, buying an estimated $95 and bringing the position to 34,055 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #227.

Aaron Wealth Advisors first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.46M in Q3 2023. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Aaron Wealth Advisors held 34,055 shares of Schwab US Dividend Equity ETF worth $1.08M as of Q2 2026.
Aaron Wealth Advisors bought 3 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $95.
Schwab US Dividend Equity ETF made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #227 holding.
Aaron Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
Aaron Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $2.46M in Q3 2023.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.