Aspen Wealth Strategies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Aspen Wealth Strategies’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	$491K	Buy	15,494 +65	+0.4%	+$2.06K	0.24%	60
2026 Q1	$473K	Sell	15,429 -373	-2%	-$11.3K	0.25%	59
2025 Q4	$433K	Buy	15,802 +2,194	+16%	+$59.7K	0.24%	59
2025 Q3	$372K	Sell	13,608 -6,929	-34%	-$189K	0.21%	61
2025 Q2	$544K	Sell	20,537 -196	-0.9%	-$5.12K	0.33%	47
2025 Q1	$580K	Sell	20,733 -50,664	-71%	-$1.41M	0.38%	46
2024 Q4	$1.95M	Buy	71,397 +8,082	+13%	+$230K	1.25%	13
2024 Q3	$1.78M	Sell	63,315 -1,902	-3%	-$51.8K	1.15%	13
2024 Q2	$1.79M	Sell	65,217 -1,467	-2%	-$38.2K	1.24%	14
2024 Q1	$1.79M	Sell	66,684 -45,078	-40%	-$1.16M	1.24%	14
2023 Q4	$2.84M	Sell	111,762 -295,644	-73%	-$7.05M	2.06%	12
2023 Q3	$9.61M	Buy	407,406 +60,594	+17%	+$1.49M	7.49%	4
2023 Q2	$8.4M	Sell	346,812 -15,333	-4%	-$366K	6.38%	7
2023 Q1	$8.83M	Sell	362,145 -114,639	-24%	-$2.87M	6.85%	7
2022 Q4	$12M	Buy	+476,784	New	+$11.8M	9.61%	2

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

Aspen Wealth Strategies's SCHD Position: Q2 2026 in Review

Aspen Wealth Strategies increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.42% in Q2 2026, buying an estimated $2.06K and bringing the position to 15,494 shares worth $491K. The position accounts for 0.24% of the portfolio, ranked #60.

Aspen Wealth Strategies first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $12M in Q4 2022. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Aspen Wealth Strategies held 15,494 shares of Schwab US Dividend Equity ETF worth $491K as of Q2 2026.
Aspen Wealth Strategies bought 65 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.06K.
Schwab US Dividend Equity ETF made up 0.24% of Aspen Wealth Strategies's portfolio in Q2 2026, its #60 holding.
Aspen Wealth Strategies first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
Aspen Wealth Strategies's Schwab US Dividend Equity ETF position peaked at $12M in Q4 2022.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.