Avidian Wealth Enterprises’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Avidian Wealth Enterprises’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	$5.21M	Sell	164,288 -11,084	-6%	-$352K	0.14%	108
2026 Q1	$5.38M	Buy	175,372 +5,008	+3%	+$152K	0.17%	86
2025 Q4	$4.67M	Sell	170,364 -6,064	-3%	-$165K	0.17%	85
2025 Q3	$4.82M	Buy	176,428 +793	+0.5%	+$21.6K	0.18%	82
2025 Q2	$4.65M	Buy	175,635 +29,307	+20%	+$765K	0.19%	77
2025 Q1	$4.09M	Sell	146,328 -414	-0.3%	-$11.5K	0.18%	80
2024 Q4	$4.01M	Buy	146,742 +13,647	+10%	+$388K	0.18%	81
2024 Q3	$3.75M	Buy	133,095 +756	+0.6%	+$20.6K	0.17%	82
2024 Q2	$3.43M	Buy	132,339 +57,777	+77%	+$1.5M	0.14%	84
2024 Q1	$2M	Sell	74,562 -3,075	-4%	-$79.4K	0.1%	112
2023 Q4	$1.97M	Sell	77,637 -99,009	-56%	-$2.36M	0.12%	108
2023 Q3	$4.17M	Buy	176,646 +6,129	+4%	+$150K	0.29%	70
2023 Q2	$4.13M	Buy	170,517 +18,171	+12%	+$434K	0.27%	75
2023 Q1	$3.72M	Buy	152,346 +144,324	+1,799%	+$3.61M	0.2%	96
2022 Q4	$202K	Buy	+8,022	New	+$198K	0.01%	428
2022 Q3	–	Sell	-11,163	Closed	-$267K	–	457
2022 Q2	$267K	Sell	11,163 -171	-2%	-$4.35K	0.02%	374
2022 Q1	$298K	Sell	11,334 -222	-2%	-$5.81K	0.02%	388
2021 Q4	$311K	Buy	+11,556	New	+$300K	0.02%	393

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

Avidian Wealth Enterprises's SCHD Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.3% in Q2 2026, selling an estimated $352K and leaving 164,288 shares worth $5.21M. The position accounts for 0.14% of the portfolio, ranked #108.

Avidian Wealth Enterprises first reported a position in SCHD in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.38M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Avidian Wealth Enterprises held 164,288 shares of Schwab US Dividend Equity ETF worth $5.21M as of Q2 2026.
Avidian Wealth Enterprises sold 11,084 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $352K.
Schwab US Dividend Equity ETF made up 0.14% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #108 holding.
Avidian Wealth Enterprises first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 18 quarters since.
Avidian Wealth Enterprises's Schwab US Dividend Equity ETF position peaked at $5.38M in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.