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

Arkadios 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	$23.9M	Buy	752,164 +180,246	+32%	+$5.72M	0.36%	54
2026 Q1	$17.5M	Buy	571,918 +228,125	+66%	+$6.92M	0.29%	71
2025 Q4	$9.43M	Buy	343,793 +23,158	+7%	+$630K	0.18%	122
2025 Q3	$8.75M	Buy	320,635 +105,992	+49%	+$2.89M	0.21%	103
2025 Q2	$5.69M	Buy	214,643 +38,461	+22%	+$1M	0.17%	138
2025 Q1	$4.93M	Buy	176,182 +93,068	+112%	+$2.59M	0.19%	125
2024 Q4	$2.27M	Buy	83,114 +3,485	+4%	+$99.1K	0.12%	157
2024 Q3	$2.24M	Buy	79,629 +14,652	+23%	+$399K	0.13%	167
2024 Q2	$1.68M	Sell	64,977 -232,836	-78%	-$6.06M	0.11%	190
2024 Q1	$8M	Sell	297,813 -5,142	-2%	-$133K	0.62%	33
2023 Q4	$7.69M	Sell	302,955 -813	-0.3%	-$19.4K	0.65%	29
2023 Q3	$7.16M	Buy	303,768 +21,003	+7%	+$515K	0.68%	28
2023 Q2	$6.84M	Buy	282,765 +11,970	+4%	+$286K	0.8%	28
2023 Q1	$6.6M	Buy	270,795 +10,701	+4%	+$268K	0.79%	23
2022 Q4	$6.55M	Buy	260,094 +4,335	+2%	+$107K	0.87%	20
2022 Q3	$5.66M	Buy	255,759 +25,983	+11%	+$631K	0.86%	17
2022 Q2	$5.49M	Buy	229,776 +2,025	+0.9%	+$51.5K	0.82%	20
2022 Q1	$5.99M	Sell	227,751 -198,192	-47%	-$5.19M	0.78%	23
2021 Q4	$11.5M	Buy	425,943 +372,330	+694%	+$9.67M	1.52%	5
2021 Q3	$1.33M	Buy	53,613 +40,227	+301%	+$1.02M	0.19%	124
2021 Q2	$337K	Buy	13,386 +8,706	+186%	+$220K	0.04%	423
2021 Q1	$113K	Buy	4,680 +2,019	+76%	+$45.9K	0.02%	511
2020 Q4	$56K	Buy	2,661 +21	+0.8%	+$426	0.01%	535
2020 Q3	$51.7K	Buy	2,640 +2,193	+491%	+$40.4K	0.03%	402
2020 Q2	$7.8K	Hold	447	–	–	﹤0.01%	717
2020 Q1	$6.7K	Hold	447	–	–	﹤0.01%	723
2019 Q4	$8.78K	Buy	+447	New	+$8.37K	0.01%	614

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

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

Arkadios Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 32% in Q2 2026, buying an estimated $5.72M and bringing the position to 752,164 shares worth $23.9M. The position accounts for 0.36% of the portfolio, ranked #54.

Arkadios Wealth Advisors first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Arkadios Wealth Advisors held 752,164 shares of Schwab US Dividend Equity ETF worth $23.9M as of Q2 2026.
Arkadios Wealth Advisors bought 180,246 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5.72M.
Schwab US Dividend Equity ETF made up 0.36% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Arkadios Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.