Altus Wealth Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Altus Wealth Group’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	$935K	Sell	29,470 -2,426	-8%	-$77K	0.34%	55
2026 Q1	$979K	Sell	31,896 -7,367	-19%	-$223K	0.4%	51
2025 Q4	$1.08M	Sell	39,263 -11,766	-23%	-$320K	0.43%	44
2025 Q3	$1.39M	Sell	51,029 -2,799	-5%	-$76.4K	0.57%	35
2025 Q2	$1.43M	Buy	53,828 +4,730	+10%	+$124K	0.63%	33
2025 Q1	$1.37M	Buy	49,098 +4,871	+11%	+$136K	0.64%	31
2024 Q4	$1.21M	Buy	44,227 +2,959	+7%	+$84.1K	0.53%	43
2024 Q3	$1.16M	Buy	41,268 +1,692	+4%	+$46.1K	0.5%	46
2024 Q2	$1.03M	Buy	39,576 +4,785	+14%	+$125K	0.51%	46
2024 Q1	$935K	Buy	34,791 +1,353	+4%	+$35K	0.47%	55
2023 Q4	$849K	Sell	33,438 -2,517	-7%	-$60K	0.47%	54
2023 Q3	$848K	Buy	35,955 +567	+2%	+$13.9K	0.54%	46
2023 Q2	$857K	Buy	35,388 +2,757	+8%	+$65.9K	0.53%	45
2023 Q1	$796K	Hold	32,631	–	–	0.54%	47
2022 Q4	$822K	Buy	+32,631	New	+$805K	0.62%	39
2022 Q2	–	Sell	-9,603	Closed	-$253K	–	120
2022 Q1	$253K	Buy	+9,603	New	+$251K	0.21%	94
2021 Q2	–	Sell	-918	Closed	-$23K	–	156
2021 Q1	$23K	Hold	918	–	–	0.02%	137
2020 Q4	$20K	Buy	+918	New	+$18.6K	0.02%	376

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Altus Wealth Group's SCHD Position: Q2 2026 in Review

Altus Wealth Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.6% in Q2 2026, selling an estimated $77K and leaving 29,470 shares worth $935K. The position accounts for 0.34% of the portfolio, ranked #55.

Altus Wealth Group first reported a position in SCHD in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.43M in Q2 2025. 1,006 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Altus Wealth Group held 29,470 shares of Schwab US Dividend Equity ETF worth $935K as of Q2 2026.
Altus Wealth Group sold 2,426 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $77K.
Schwab US Dividend Equity ETF made up 0.34% of Altus Wealth Group's portfolio in Q2 2026, its #55 holding.
Altus Wealth Group first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 18 quarters since.
Altus Wealth Group's Schwab US Dividend Equity ETF position peaked at $1.43M in Q2 2025.
1,006 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.