Adapt Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Adapt Wealth Advisors’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	$3.22M	Sell	101,476 -2,890	-3%	-$91.7K	1.05%	23
2026 Q1	$3.2M	Buy	104,366 +114	+0.1%	+$3.46K	1.16%	21
2025 Q4	$2.86M	Sell	104,252 -1,433	-1%	-$39K	0.98%	23
2025 Q3	$2.89M	Sell	105,685 -87	-0.1%	-$2.37K	1.07%	22
2025 Q2	$2.8M	Sell	105,772 -3,076	-3%	-$80.3K	1.25%	20
2025 Q1	$3.04M	Sell	108,848 -801	-0.7%	-$22.3K	1.48%	20
2024 Q4	$3M	Sell	109,649 -4,771	-4%	-$136K	1.47%	22
2024 Q3	$3.22M	Sell	114,420 -2,904	-2%	-$79.1K	1.73%	21
2024 Q2	$3.04M	Buy	117,324 +1,140	+1%	+$29.7K	1.91%	18
2024 Q1	$3.12M	Buy	+116,184	New	+$3M	2.22%	16

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

Adapt Wealth Advisors's SCHD Position: Q2 2026 in Review

Adapt Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.8% in Q2 2026, selling an estimated $91.7K and leaving 101,476 shares worth $3.22M. The position accounts for 1.05% of the portfolio, ranked #23.

Adapt Wealth Advisors first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.22M in Q3 2024. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Adapt Wealth Advisors held 101,476 shares of Schwab US Dividend Equity ETF worth $3.22M as of Q2 2026.
Adapt Wealth Advisors sold 2,890 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $91.7K.
Schwab US Dividend Equity ETF made up 1.05% of Adapt Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Adapt Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
Adapt Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $3.22M in Q3 2024.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.