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

Abound 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	$759K	Sell	23,929 -399	-2%	-$12.7K	0.15%	45
2026 Q1	$746K	Buy	24,328 +18,111	+291%	+$549K	0.17%	41
2025 Q4	$171K	Sell	6,217 -2,764	-31%	-$75.2K	0.04%	96
2025 Q3	$245K	Buy	8,981 +6,002	+201%	+$164K	0.06%	70
2025 Q2	$79K	Hold	2,979	–	–	0.02%	151
2025 Q1	$83.3K	Sell	2,979 -1,648	-36%	-$45.9K	0.03%	129
2024 Q4	$126K	Buy	4,627 +82	+2%	+$2.33K	0.04%	89
2024 Q3	$128K	Sell	4,545 -2,301	-34%	-$62.7K	0.04%	87
2024 Q2	$177K	Sell	6,846 -357	-5%	-$9.29K	0.07%	63
2024 Q1	$194K	Sell	7,203 -267	-4%	-$6.9K	0.07%	62
2023 Q4	$190K	Buy	7,470 +2,490	+50%	+$59.3K	0.08%	61
2023 Q3	$117K	Buy	4,980 +1,536	+45%	+$37.7K	0.05%	69
2023 Q2	$83.3K	Buy	3,444 +18	+0.5%	+$430	0.03%	91
2023 Q1	$83.5K	Buy	3,426 +630	+23%	+$15.8K	0.04%	88
2022 Q4	$70.4K	Hold	2,796	–	–	0.03%	85
2022 Q3	$61.9K	Hold	2,796	–	–	0.03%	97
2022 Q2	$66.7K	Hold	2,796	–	–	0.04%	59
2022 Q1	$73.5K	Sell	2,796 -24	-0.9%	-$628	0.05%	59
2021 Q4	$76K	Buy	+2,820	New	+$73.3K	0.06%	57

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

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

Abound Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.6% in Q2 2026, selling an estimated $12.7K and leaving 23,929 shares worth $759K. The position accounts for 0.15% of the portfolio, ranked #45.

Abound Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Abound Wealth Management held 23,929 shares of Schwab US Dividend Equity ETF worth $759K as of Q2 2026.
Abound Wealth Management sold 399 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $12.7K.
Schwab US Dividend Equity ETF made up 0.15% of Abound Wealth Management's portfolio in Q2 2026, its #45 holding.
Abound Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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