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

Accurate 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	$981K	Buy	+30,268	New	+$960K	0.09%	227
2023 Q3	–	Sell	-18,927	Closed	-$463K	–	293
2023 Q2	$463K	Buy	+18,927	New	+$452K	0.14%	143
2023 Q1	–	Sell	-1,260	Closed	-$32.5K	–	1193
2022 Q4	$32.5K	Buy	+1,260	New	+$31.1K	0.01%	551

Other funds holding SCHD

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return