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

Aberdeen 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	$143K	Sell	4,500 -3,000	-40%	-$95.2K	0.07%	155
2026 Q1	$230K	Sell	7,500 -116	-2%	-$3.52K	0.1%	145
2025 Q4	$209K	Buy	7,616 +79	+1%	+$2.15K	0.1%	150
2025 Q3	$206K	Buy	7,537 +27	+0.4%	+$737	0.13%	141
2025 Q2	$199K	Buy	7,510 +10	+0.1%	+$261	0.13%	143
2025 Q1	$210K	Hold	7,500	–	–	0.14%	139
2024 Q4	$205K	Hold	7,500	–	–	0.14%	143
2024 Q3	$211K	Hold	7,500	–	–	0.14%	142
2024 Q2	$194K	Hold	7,500	–	–	0.13%	144
2024 Q1	$202K	Hold	7,500	–	–	0.12%	147
2023 Q4	$190K	Hold	7,500	–	–	0.14%	143
2023 Q3	$177K	Hold	7,500	–	–	0.13%	142
2023 Q2	$182K	Hold	7,500	–	–	0.13%	141
2023 Q1	$183K	Hold	7,500	–	–	0.14%	142
2022 Q4	$189K	Hold	7,500	–	–	0.14%	142
2022 Q3	$166K	Hold	7,500	–	–	0.15%	135
2022 Q2	$179K	Hold	7,500	–	–	0.14%	139
2022 Q1	$197K	Hold	7,500	–	–	0.13%	144
2021 Q4	$202K	Buy	+7,500	New	+$195K	0.13%	142
2021 Q2	–	Sell	-7,500	Closed	-$182K	–	148
2021 Q1	$182K	Sell	7,500 -261	-3%	-$5.94K	0.14%	131
2020 Q4	$166K	Buy	+7,761	New	+$157K	0.13%	135

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

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

Aberdeen Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 40% in Q2 2026, selling an estimated $95.2K and leaving 4,500 shares worth $143K. The position accounts for 0.07% of the portfolio, ranked #155.

Aberdeen Wealth Management first reported a position in SCHD in Q4 2020 and has held it in 21 quarters since. The position peaked at $230K in Q1 2026. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Aberdeen Wealth Management held 4,500 shares of Schwab US Dividend Equity ETF worth $143K as of Q2 2026.
Aberdeen Wealth Management sold 3,000 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $95.2K.
Schwab US Dividend Equity ETF made up 0.07% of Aberdeen Wealth Management's portfolio in Q2 2026, its #155 holding.
Aberdeen Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 21 quarters since.
Aberdeen Wealth Management's Schwab US Dividend Equity ETF position peaked at $230K in Q1 2026.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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