Ashton Thomas Private Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ashton Thomas Private Wealth’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	$1.77M	Sell	55,886 -96,490	-63%	-$3.06M	0.04%	409
2026 Q1	$4.67M	Buy	152,376 +133,171	+693%	+$4.04M	0.11%	205
2025 Q4	$527K	Buy	19,205 +1,561	+9%	+$42.4K	0.01%	645
2025 Q3	$482K	Buy	17,644 +511	+3%	+$13.9K	0.01%	653
2025 Q2	$454K	Buy	17,133 +2,867	+20%	+$74.9K	0.02%	608
2025 Q1	$399K	Buy	14,266 +204	+1%	+$5.69K	0.02%	601
2024 Q4	$384K	Buy	+14,062	New	+$400K	0.01%	585
2024 Q3	–	Sell	-2,796	Closed	-$72.5K	–	1599
2024 Q2	$72.5K	Buy	+2,796	New	+$72.8K	﹤0.01%	827

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

Ashton Thomas Private Wealth's SCHD Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 63% in Q2 2026, selling an estimated $3.06M and leaving 55,886 shares worth $1.77M. The position accounts for 0.04% of the portfolio, ranked #409.

Ashton Thomas Private Wealth first reported a position in SCHD in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.67M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Ashton Thomas Private Wealth held 55,886 shares of Schwab US Dividend Equity ETF worth $1.77M as of Q2 2026.
Ashton Thomas Private Wealth sold 96,490 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.06M.
Schwab US Dividend Equity ETF made up 0.04% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #409 holding.
Ashton Thomas Private Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 8 quarters since.
Ashton Thomas Private Wealth's Schwab US Dividend Equity ETF position peaked at $4.67M in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.