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

Aurora 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	$1.75M	Buy	55,142 +197	+0.4%	+$6.25K	1.11%	22
2026 Q1	$1.52M	Sell	54,945 -20,022	-27%	-$607K	1.08%	23
2025 Q4	$2.05M	Buy	+74,967	New	+$2.04M	1.35%	21
2025 Q2	$1.76M	Buy	66,304 +2,704	+4%	+$70.6K	1.3%	19
2025 Q1	$1.78M	Buy	63,600 +57	+0.1%	+$1.59K	1.42%	16
2024 Q4	$1.74M	Sell	63,543 -4,353	-6%	-$124K	1.3%	18
2024 Q3	$1.91M	Sell	67,896 -6,003	-8%	-$164K	1.5%	14
2024 Q2	$1.92M	Sell	73,899 -969	-1%	-$25.2K	1.68%	14
2024 Q1	$2M	Sell	74,868 -774	-1%	-$20K	1.73%	13
2023 Q4	$1.92M	Buy	75,642 +627	+0.8%	+$14.9K	1.81%	12
2023 Q3	$1.77M	Buy	75,015 +4,476	+6%	+$110K	1.96%	11
2023 Q2	$1.71M	Sell	70,539 -6,219	-8%	-$149K	1.94%	11
2023 Q1	$1.87M	Sell	76,758 -2,388	-3%	-$59.7K	2%	11
2022 Q4	$1.99M	Sell	79,146 -1,265,295	-94%	-$31.2M	2.28%	7
2022 Q3	$29.8M	Buy	1,344,441 +61,329	+5%	+$1.49M	13.77%	1
2022 Q2	$30.6M	Buy	1,283,112 +37,710	+3%	+$959K	13.81%	1
2022 Q1	$32.8M	Buy	1,245,402 +26,772	+2%	+$701K	13.48%	1
2021 Q4	$32.8M	Buy	1,218,630 +24,432	+2%	+$635K	14.24%	1
2021 Q3	$29.6M	Buy	1,194,198 +51,639	+5%	+$1.31M	12%	1
2021 Q2	$28.8M	Buy	1,142,559 +34,836	+3%	+$880K	11.54%	1
2021 Q1	$26.9M	Buy	1,107,723 +49,203	+5%	+$1.12M	11.17%	1
2020 Q4	$22.6M	Buy	1,058,520 +38,475	+4%	+$780K	9.58%	1
2020 Q3	$18.8M	Buy	1,020,045 +308,079	+43%	+$5.67M	8.05%	1
2020 Q2	$12.3M	Sell	711,966 -509,376	-42%	-$8.6M	5.65%	4
2020 Q1	$18.3M	Buy	1,221,342 +505,755	+71%	+$9.08M	6.45%	2
2019 Q4	$13.8M	Buy	+715,587	New	+$13.4M	4.89%	5

Other funds holding SCHD

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Aurora Private Wealth's SCHD Position: Q2 2026 in Review

Aurora Private Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.36% in Q2 2026, buying an estimated $6.25K and bringing the position to 55,142 shares worth $1.75M. The position accounts for 1.11% of the portfolio, ranked #22.

Aurora Private Wealth first reported a position in SCHD in Q4 2019 and has held it in 26 quarters since. The position peaked at $32.8M in Q4 2021. 848 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Aurora Private Wealth held 55,142 shares of Schwab US Dividend Equity ETF worth $1.75M as of Q2 2026.
Aurora Private Wealth bought 197 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $6.25K.
Schwab US Dividend Equity ETF made up 1.11% of Aurora Private Wealth's portfolio in Q2 2026, its #22 holding.
Aurora Private Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 26 quarters since.
Aurora Private Wealth's Schwab US Dividend Equity ETF position peaked at $32.8M in Q4 2021.
848 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.