Adamsbrown Wealth Consultants’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Adamsbrown Wealth Consultants’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	$13.3M	Sell	420,897 -7,855	-2%	-$249K	2.52%	13
2026 Q1	$13.2M	Sell	428,752 -24,128	-5%	-$732K	3.48%	8
2025 Q4	$12.4M	Sell	452,880 -31,493	-7%	-$856K	3.46%	9
2025 Q3	$13.2M	Sell	484,373 -647,154	-57%	-$17.7M	3.64%	9
2025 Q2	$30M	Sell	1,131,527 -475,584	-30%	-$12.4M	8.7%	2
2025 Q1	$44.9M	Buy	1,607,111 +73,896	+5%	+$2.06M	14.11%	1
2024 Q4	$41.9M	Buy	1,533,215 +23,306	+2%	+$663K	14.28%	1
2024 Q3	$42.5M	Buy	1,509,909 +72,012	+5%	+$1.96M	14.76%	1
2024 Q2	$37.3M	Buy	1,437,897 +47,856	+3%	+$1.25M	14.51%	1
2024 Q1	$37.4M	Buy	1,390,041 +107,487	+8%	+$2.78M	15.12%	1
2023 Q4	$32.5M	Buy	1,282,554 +43,125	+3%	+$1.03M	14.17%	1
2023 Q3	$29.2M	Sell	1,239,429 -11,166	-0.9%	-$274K	14.4%	1
2023 Q2	$30.3M	Buy	1,250,595 +76,752	+7%	+$1.83M	15.99%	1
2023 Q1	$28.6M	Buy	1,173,843 +134,055	+13%	+$3.35M	16.5%	1
2022 Q4	$26.2M	Buy	1,039,788 +136,608	+15%	+$3.37M	15.89%	1
2022 Q3	$20M	Buy	903,180 +67,026	+8%	+$1.63M	15.22%	1
2022 Q2	$20M	Buy	836,154 +119,676	+17%	+$3.04M	15.72%	1
2022 Q1	$18.8M	Buy	716,478 +108,894	+18%	+$2.85M	14.93%	1
2021 Q4	$16.4M	Buy	+607,584	New	+$15.8M	14.76%	1

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

Adamsbrown Wealth Consultants's SCHD Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.8% in Q2 2026, selling an estimated $249K and leaving 420,897 shares worth $13.3M. The position accounts for 2.52% of the portfolio, ranked #13.

Adamsbrown Wealth Consultants first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $44.9M in Q1 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Adamsbrown Wealth Consultants held 420,897 shares of Schwab US Dividend Equity ETF worth $13.3M as of Q2 2026.
Adamsbrown Wealth Consultants sold 7,855 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $249K.
Schwab US Dividend Equity ETF made up 2.52% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #13 holding.
Adamsbrown Wealth Consultants first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
Adamsbrown Wealth Consultants's Schwab US Dividend Equity ETF position peaked at $44.9M in Q1 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.