Aegis Wealth Management (Maryland)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Aegis Wealth Management (Maryland)’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	$737K	Buy	23,238 +8,138	+54%	+$258K	0.35%	67
2026 Q1	$463K	Hold	15,100	–	–	0.27%	69
2025 Q4	$414K	Sell	15,100 -53,711	-78%	-$1.46M	0.23%	70
2025 Q3	$1.88M	Sell	68,811 -31,333	-31%	-$855K	1.01%	31
2025 Q2	$2.8M	Hold	100,144	–	–	1.68%	19
2025 Q1	$2.8M	Hold	100,144	–	–	1.65%	19
2024 Q4	$2.74M	Buy	+100,144	New	+$2.85M	1.85%	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

Aegis Wealth Management (Maryland)'s SCHD Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its Schwab US Dividend Equity ETF (SCHD) stake by 54% in Q2 2026, buying an estimated $258K and bringing the position to 23,238 shares worth $737K. The position accounts for 0.35% of the portfolio, ranked #67.

Aegis Wealth Management (Maryland) first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.8M in Q2 2025. 2,123 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Aegis Wealth Management (Maryland) held 23,238 shares of Schwab US Dividend Equity ETF worth $737K as of Q2 2026.
Aegis Wealth Management (Maryland) bought 8,138 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $258K.
Schwab US Dividend Equity ETF made up 0.35% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #67 holding.
Aegis Wealth Management (Maryland) first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Aegis Wealth Management (Maryland)'s Schwab US Dividend Equity ETF position peaked at $2.8M in Q2 2025.
2,123 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.