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

Activest 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	$24.2K	Sell	762 -6,212	-89%	-$197K	﹤0.01%	408
2026 Q1	$214K	Hold	6,974	–	–	0.04%	145
2025 Q4	$191K	Hold	6,974	–	–	0.04%	151
2025 Q3	$190K	Hold	6,974	–	–	0.04%	133
2025 Q2	$185K	Hold	6,974	–	–	0.04%	103
2025 Q1	$195K	Sell	6,974 -450	-6%	-$12.5K	0.05%	98
2024 Q4	$203K	Buy	7,424 +2,264	+44%	+$64.4K	0.06%	85
2024 Q3	$145K	Buy	5,160 +270	+6%	+$7.36K	0.04%	98
2024 Q2	$127K	Hold	4,890	–	–	0.04%	112
2024 Q1	$131K	Buy	+4,890	New	+$126K	0.06%	72
2023 Q2	–	Sell	-249	Closed	-$6K	–	394
2023 Q1	$6K	Buy	+249	New	+$6.22K	﹤0.01%	202
2022 Q3	–	Sell	-798	Closed	-$19K	–	586
2022 Q2	$19K	Buy	+798	New	+$20.3K	0.01%	160

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

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

Activest Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 89% in Q2 2026, selling an estimated $197K and leaving 762 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Activest Wealth Management first reported a position in SCHD in Q2 2022 and has held it in 12 quarters since. The position peaked at $214K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Activest Wealth Management held 762 shares of Schwab US Dividend Equity ETF worth $24.2K as of Q2 2026.
Activest Wealth Management sold 6,212 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $197K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #408 holding.
Activest Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 12 quarters since.
Activest Wealth Management's Schwab US Dividend Equity ETF position peaked at $214K in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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