Avantra Family Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Avantra Family 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	$635K	Buy	20,015 +231	+1%	+$7.33K	0.41%	79
2026 Q1	$607K	Sell	19,784 -2,452	-11%	-$74.4K	0.45%	72
2025 Q4	$610K	Buy	22,236 +88	+0.4%	+$2.39K	0.44%	68
2025 Q3	$605K	Buy	22,148 +312	+1%	+$8.51K	0.45%	64
2025 Q2	$579K	Sell	21,836 -1,152	-5%	-$30.1K	0.48%	57
2025 Q1	$643K	Sell	22,988 -1,152	-5%	-$32.1K	0.62%	57
2024 Q4	$659K	Buy	+24,140	New	+$686K	0.62%	54

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

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

Avantra Family Wealth's SCHD Position: Q2 2026 in Review

Avantra Family Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q2 2026, buying an estimated $7.33K and bringing the position to 20,015 shares worth $635K. The position accounts for 0.41% of the portfolio, ranked #79.

Avantra Family Wealth first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $659K in Q4 2024. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Avantra Family Wealth held 20,015 shares of Schwab US Dividend Equity ETF worth $635K as of Q2 2026.
Avantra Family Wealth bought 231 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $7.33K.
Schwab US Dividend Equity ETF made up 0.41% of Avantra Family Wealth's portfolio in Q2 2026, its #79 holding.
Avantra Family Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's Schwab US Dividend Equity ETF position peaked at $659K in Q4 2024.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.