AE Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.4M | Buy |
359,359
+54,324
| +18% | +$1.72M | 0.05% | 284 |
|
|
2026
Q1 | $9.36M | Sell |
305,035
-139,135
| -31% | -$4.22M | 0.05% | 300 |
|
|
2025
Q4 | $12.2M | Buy |
444,170
+128,220
| +41% | +$3.49M | 0.07% | 260 |
|
|
2025
Q3 | $8.63M | Sell |
315,950
-5,154
| -2% | -$141K | 0.06% | 292 |
|
|
2025
Q2 | $8.51M | Buy |
321,104
+37,403
| +13% | +$977K | 0.06% | 276 |
|
|
2025
Q1 | $7.93M | Buy |
283,701
+8,532
| +3% | +$238K | 0.07% | 271 |
|
|
2024
Q4 | $7.52M | Sell |
275,169
-159,822
| -37% | -$4.54M | 0.06% | 273 |
|
|
2024
Q3 | $12.3M | Buy |
434,991
+144,312
| +50% | +$3.93M | 0.11% | 205 |
|
|
2024
Q2 | $7.53M | Buy |
290,679
+10,722
| +4% | +$279K | 0.08% | 264 |
|
|
2024
Q1 | $7.52M | Sell |
279,957
-1,625,049
| -85% | -$42M | 0.09% | 248 |
|
|
2023
Q4 | $48.9M | Buy |
1,905,006
+365,580
| +24% | +$8.71M | 0.25% | 80 |
|
|
2023
Q3 | $36.3M | Buy |
1,539,426
+263,496
| +21% | +$6.47M | 0.22% | 95 |
|
|
2023
Q2 | $30.9M | Buy |
1,275,930
+534,957
| +72% | +$12.8M | 0.19% | 121 |
|
|
2023
Q1 | $18.1M | Buy |
740,973
+361,998
| +96% | +$9.05M | 0.12% | 209 |
|
|
2022
Q4 | $9.54M | Buy |
378,975
+78,474
| +26% | +$1.94M | 0.07% | 331 |
|
|
2022
Q3 | $6.65M | Sell |
300,501
-28,452
| -9% | -$691K | 0.05% | 364 |
|
|
2022
Q2 | $7.85M | Sell |
328,953
-485,922
| -60% | -$12.4M | 0.06% | 324 |
|
|
2022
Q1 | $21.4M | Buy |
814,875
+111,672
| +16% | +$2.92M | 0.15% | 154 |
|
|
2021
Q4 | $18.9M | Sell |
703,203
-149,346
| -18% | -$3.88M | 0.13% | 161 |
|
|
2021
Q3 | $21.1M | Buy |
852,549
+299,745
| +54% | +$7.62M | 0.17% | 125 |
|
|
2021
Q2 | $13.9M | Buy |
552,804
+125,217
| +29% | +$3.16M | 0.12% | 172 |
|
|
2021
Q1 | $10.4M | Sell |
427,587
-1,818,306
| -81% | -$41.4M | 0.1% | 196 |
|
|
2020
Q4 | $48M | Buy |
2,245,893
+1,535,490
| +216% | +$31.1M | 0.54% | 33 |
|
|
2020
Q3 | $13.1M | Sell |
710,403
-111,045
| -14% | -$2.04M | 0.19% | 115 |
|
|
2020
Q2 | $14.2M | Sell |
821,448
-142,461
| -15% | -$2.41M | 0.22% | 110 |
|
|
2020
Q1 | $14.5M | Buy |
963,909
+806,172
| +511% | +$14.5M | 0.33% | 60 |
|
|
2019
Q4 | $3.04M | Buy |
157,737
+72,255
| +85% | +$1.35M | 0.07% | 259 |
|
|
2019
Q3 | $1.56M | Sell |
85,482
-17,514
| -17% | -$313K | 0.05% | 331 |
|
|
2019
Q2 | $1.82M | Buy |
102,996
+11,898
| +13% | +$209K | 0.05% | 262 |
|
|
2019
Q1 | $1.59M | Sell |
91,098
-4,779
| -5% | -$80.4K | 0.11% | 159 |
|
|
2018
Q4 | $1.5M | Buy |
95,877
+8,832
| +10% | +$147K | 0.26% | 101 |
|
|
2018
Q3 | $1.54M | Buy |
87,045
+29,466
| +51% | +$510K | 0.08% | 165 |
|
|
2018
Q2 | $946K | Buy |
57,579
+11,232
| +24% | +$185K | 0.06% | 172 |
|
|
2018
Q1 | $757K | Buy |
46,347
+12,684
| +38% | +$216K | 0.06% | 207 |
|
|
2017
Q4 | $574K | Buy |
33,663
+4,086
| +14% | +$67.1K | 0.05% | 223 |
|
|
2017
Q3 | $461K | Buy |
29,577
+6,894
| +30% | +$105K | 0.04% | 245 |
|
|
2017
Q2 | $341K | Buy |
+22,683
| New | +$340K | 0.04% | 277 |
|
Other funds holding SCHD
SLI
RIM
WANY
AE Wealth Management's SCHD Position: Q2 2026 in Review
AE Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 18% in Q2 2026, buying an estimated $1.72M and bringing the position to 359,359 shares worth $11.4M. The position accounts for 0.05% of the portfolio, ranked #284.
AE Wealth Management first reported a position in SCHD in Q2 2017 and has held it in 37 quarters since. The position peaked at $48.9M in Q4 2023. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.
- AE Wealth Management held 359,359 shares of Schwab US Dividend Equity ETF worth $11.4M as of Q2 2026.
- AE Wealth Management bought 54,324 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.72M.
- Schwab US Dividend Equity ETF made up 0.05% of AE Wealth Management's portfolio in Q2 2026, its #284 holding.
- AE Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and has held it in 37 quarters since.
- AE Wealth Management's Schwab US Dividend Equity ETF position peaked at $48.9M in Q4 2023.
- 2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.