Andrews Lucia Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Andrews Lucia Wealth Management’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	$593K	Hold	18,704	–	–	0.31%	26
2026 Q1	$574K	Buy	18,704 +156	+0.8%	+$4.73K	0.34%	24
2025 Q4	$509K	Buy	18,548 +184	+1%	+$5K	0.3%	24
2025 Q3	$501K	Buy	18,364 +175	+1%	+$4.77K	0.3%	24
2025 Q2	$482K	Buy	18,189 +337	+2%	+$8.8K	0.31%	23
2025 Q1	$488K	Buy	17,852 +11,957	+203%	+$333K	0.33%	20
2024 Q4	$498K	Sell	5,895 -11,451	-66%	-$326K	0.33%	20
2024 Q3	$450K	Hold	17,346	–	–	0.32%	19
2024 Q2	$466K	Hold	17,346	–	–	0.33%	20
2024 Q1	$466K	Sell	17,346 -2,868	-14%	-$74.1K	0.33%	19
2023 Q4	$513K	Buy	20,214 +174	+0.9%	+$4.15K	0.4%	18
2023 Q3	$473K	Buy	20,040 +156	+0.8%	+$3.83K	0.41%	19
2023 Q2	$481K	Buy	19,884 +156	+0.8%	+$3.73K	0.4%	18
2023 Q1	$481K	Buy	19,728 +138	+0.7%	+$3.45K	0.43%	18
2022 Q4	$493K	Buy	19,590 +150	+0.8%	+$3.7K	0.46%	18
2022 Q3	$430K	Buy	+19,440	New	+$472K	0.45%	21
2022 Q2	–	Sell	-16,029	Closed	-$432K	–	20
2022 Q1	$432K	Buy	+16,029	New	+$420K	0.39%	17

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 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

AAIM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Andrews Lucia Wealth Management's SCHD Position: Q2 2026 in Review

Andrews Lucia Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 18,704 shares worth $593K. The position accounts for 0.31% of the portfolio, ranked #26.

Andrews Lucia Wealth Management first reported a position in SCHD in Q1 2022 and has held it in 17 quarters since. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Andrews Lucia Wealth Management held 18,704 shares of Schwab US Dividend Equity ETF worth $593K as of Q2 2026.
Andrews Lucia Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.31% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #26 holding.
Andrews Lucia Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 17 quarters since.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.