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

Aprio 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	$2.8M	Buy	88,208 +12,734	+17%	+$404K	0.14%	116
2026 Q1	$2.32M	Sell	75,474 -3,708	-5%	-$112K	0.13%	110
2025 Q4	$2.2M	Buy	79,182 +426	+0.5%	+$11.6K	0.13%	111
2025 Q3	$2.15M	Sell	78,756 -5,996	-7%	-$164K	0.21%	70
2025 Q2	$2.25M	Buy	84,752 +1,074	+1%	+$28K	0.25%	62
2025 Q1	$2.34M	Sell	83,678 -4,705	-5%	-$131K	0.29%	60
2024 Q4	$2.41M	Buy	88,383 +903	+1%	+$25.7K	0.35%	48
2024 Q3	$2.46M	Sell	87,480 -621	-0.7%	-$16.9K	0.39%	44
2024 Q2	$2.28M	Sell	88,101 -6,333	-7%	-$165K	0.42%	39
2024 Q1	$2.54M	Sell	94,434 -4,437	-4%	-$115K	0.5%	31
2023 Q4	$2.51M	Buy	98,871 +6,747	+7%	+$161K	0.56%	30
2023 Q3	$2.17M	Buy	92,124 +67,860	+280%	+$1.67M	0.6%	29
2023 Q2	$587K	Sell	24,264 -1,197	-5%	-$28.6K	0.16%	68
2023 Q1	$621K	Buy	25,461 +4,959	+24%	+$124K	0.19%	55
2022 Q4	$516K	Sell	20,502 -4,002	-16%	-$98.8K	0.18%	61
2022 Q3	$543K	Sell	24,504 -2,799	-10%	-$68K	0.22%	57
2022 Q2	$652K	Sell	27,303 -486	-2%	-$12.4K	0.26%	41
2022 Q1	$731K	Buy	27,789 +10,182	+58%	+$267K	0.28%	42
2021 Q4	$474K	Sell	17,607 -1,362	-7%	-$35.4K	0.2%	44
2021 Q3	$469K	Sell	18,969 -8,928	-32%	-$227K	0.21%	42
2021 Q2	$703K	Buy	+27,897	New	+$704K	0.33%	36
2020 Q4	$292K	Sell	13,653 -12,135	-47%	-$246K	0.19%	41
2020 Q3	$475K	Sell	25,788 -6,735	-21%	-$124K	0.34%	38
2020 Q2	$561K	Buy	32,523 +900	+3%	+$15.2K	0.54%	35
2020 Q1	$474K	Buy	+31,623	New	+$568K	0.6%	31

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

Aprio Wealth Management's SCHD Position: Q2 2026 in Review

Aprio Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q2 2026, buying an estimated $404K and bringing the position to 88,208 shares worth $2.8M. The position accounts for 0.14% of the portfolio, ranked #116.

Aprio Wealth Management first reported a position in SCHD in Q1 2020 and has held it in 25 quarters since. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Aprio Wealth Management held 88,208 shares of Schwab US Dividend Equity ETF worth $2.8M as of Q2 2026.
Aprio Wealth Management bought 12,734 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $404K.
Schwab US Dividend Equity ETF made up 0.14% of Aprio Wealth Management's portfolio in Q2 2026, its #116 holding.
Aprio Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 25 quarters since.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.