Arete Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Arete Wealth Advisors’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	Buy	29,474 +1,897	+7%	+$60.2K	0.06%	232
2026 Q1	$846K	Buy	27,577 +4,786	+21%	+$145K	0.06%	225
2025 Q4	$625K	Buy	22,791 +1,445	+7%	+$39.3K	0.04%	278
2025 Q3	$583K	Sell	21,346 -100	-0.5%	-$2.73K	0.04%	392
2025 Q2	$568K	Sell	21,446 -7,569	-26%	-$198K	0.04%	372
2025 Q1	$811K	Sell	29,015 -1,103	-4%	-$30.7K	0.06%	277
2024 Q4	$823K	Buy	30,118 +8,443	+39%	+$240K	0.06%	289
2024 Q3	$610K	Sell	21,675 -9,777	-31%	-$266K	0.05%	321
2024 Q2	$815K	Buy	31,452 +912	+3%	+$23.7K	0.07%	277
2024 Q1	$821K	Sell	30,540 -7,620	-20%	-$197K	0.08%	233
2023 Q4	$968K	Buy	38,160 +7,167	+23%	+$171K	0.07%	259
2023 Q3	$731K	Buy	30,993 +3,714	+14%	+$91.1K	0.13%	178
2023 Q2	$660K	Buy	27,279 +972	+4%	+$23.2K	0.06%	303
2023 Q1	$642K	Buy	26,307 +3,798	+17%	+$95K	0.05%	287
2022 Q4	$567K	Buy	22,509 +1,281	+6%	+$31.6K	0.05%	301
2022 Q3	$470K	Sell	21,228 -18,477	-47%	-$449K	0.05%	310
2022 Q2	$414K	Buy	39,705 +28,878	+267%	+$735K	0.04%	278
2022 Q1	$285K	Sell	10,827 -2,100	-16%	-$55K	0.02%	391
2021 Q4	$348K	Hold	12,927	–	–	0.03%	359
2021 Q3	$320K	Buy	+12,927	New	+$329K	0.04%	317
2021 Q2	–	Sell	-15,222	Closed	-$370K	–	425
2021 Q1	$370K	Buy	15,222 +90	+0.6%	+$2.05K	0.05%	287
2020 Q4	$319K	Buy	+15,132	New	+$307K	0.05%	298

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

Arete Wealth Advisors's SCHD Position: Q2 2026 in Review

Arete Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.9% in Q2 2026, buying an estimated $60.2K and bringing the position to 29,474 shares worth $935K. The position accounts for 0.06% of the portfolio, ranked #232.

Arete Wealth Advisors first reported a position in SCHD in Q4 2020 and has held it in 22 quarters since. The position peaked at $968K in Q4 2023. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Arete Wealth Advisors held 29,474 shares of Schwab US Dividend Equity ETF worth $935K as of Q2 2026.
Arete Wealth Advisors bought 1,897 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $60.2K.
Schwab US Dividend Equity ETF made up 0.06% of Arete Wealth Advisors's portfolio in Q2 2026, its #232 holding.
Arete Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 22 quarters since.
Arete Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $968K in Q4 2023.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.