Avior Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Avior Wealth Management’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	$12.3M	Sell	387,669 -29,541	-7%	-$937K	0.32%	67
2026 Q1	$12.8M	Buy	417,210 +5,229	+1%	+$159K	0.36%	62
2025 Q4	$11.3M	Sell	411,981 -9,218	-2%	-$251K	0.35%	63
2025 Q3	$11.5M	Sell	421,199 -3,510	-0.8%	-$95.8K	0.37%	57
2025 Q2	$11.3M	Buy	424,709 +4,346	+1%	+$113K	0.39%	55
2025 Q1	$11.8M	Sell	420,363 -13,336	-3%	-$372K	0.45%	47
2024 Q4	$11.8M	Buy	433,699 +59,896	+16%	+$1.7M	0.43%	48
2024 Q3	$10.5M	Buy	373,803 +3,147	+0.8%	+$85.7K	0.42%	49
2024 Q2	$9.6M	Sell	370,656 -849	-0.2%	-$22.1K	0.41%	51
2024 Q1	$9.98M	Buy	371,505 +10,209	+3%	+$264K	0.46%	43
2023 Q4	$9.16M	Buy	361,296 +3,531	+1%	+$84.1K	0.56%	39
2023 Q3	$8.43M	Sell	357,765 -111	-0%	-$2.72K	0.57%	40
2023 Q2	$8.66M	Sell	357,876 -2,529	-0.7%	-$60.4K	0.56%	39
2023 Q1	$8.78M	Buy	360,405 +13,314	+4%	+$333K	0.6%	36
2022 Q4	$8.73M	Buy	347,091 +15,402	+5%	+$380K	0.66%	36
2022 Q3	$7.34M	Buy	331,689 +40,593	+14%	+$986K	0.61%	37
2022 Q2	$6.94M	Buy	291,096 +32,376	+13%	+$824K	0.7%	31
2022 Q1	$6.8M	Buy	258,720 +14,625	+6%	+$383K	0.59%	33
2021 Q4	$6.58M	Sell	244,095 -210,462	-46%	-$5.47M	0.54%	37
2021 Q3	$11.2M	Buy	454,557 +436,140	+2,368%	+$11.1M	0.93%	25
2021 Q2	$464K	Sell	18,417 -939	-5%	-$23.7K	0.05%	315
2021 Q1	$470K	Sell	19,356 -7,596	-28%	-$173K	0.05%	303
2020 Q4	$576K	Sell	26,952 -12,642	-32%	-$256K	0.07%	240
2020 Q3	$729K	Buy	39,594 +4,524	+13%	+$83.2K	0.1%	175
2020 Q2	$605K	Sell	35,070 -246	-0.7%	-$4.15K	0.09%	196
2020 Q1	$529K	Buy	35,316 +1,461	+4%	+$26.2K	0.1%	194
2019 Q4	$653K	Buy	33,855 +4,515	+15%	+$84.6K	0.1%	196
2019 Q3	$535K	Buy	29,340 +9,717	+50%	+$174K	0.09%	207
2019 Q2	$347K	Buy	19,623 +16,407	+510%	+$289K	0.06%	266
2019 Q1	$56K	Buy	+3,216	New	+$54.1K	0.01%	425
2018 Q1	–	Sell	-150	Closed	-$3K	–	819
2017 Q4	$3K	Hold	150	–	–	﹤0.01%	681
2017 Q3	$2K	Buy	+150	New	+$2.29K	﹤0.01%	463
2017 Q2	–	Sell	-168	Closed	-$2K	–	477
2017 Q1	$2K	Sell	168 -477	-74%	-$7.03K	﹤0.01%	458
2016 Q4	$9K	Buy	+645	New	+$9.16K	﹤0.01%	341
2016 Q3	–	Sell	-120	Closed	-$2K	–	492
2016 Q2	$2K	Hold	120	–	–	﹤0.01%	424
2016 Q1	$2K	Buy	+120	New	+$1.52K	﹤0.01%	442

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

Avior Wealth Management's SCHD Position: Q2 2026 in Review

Avior Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.1% in Q2 2026, selling an estimated $937K and leaving 387,669 shares worth $12.3M. The position accounts for 0.32% of the portfolio, ranked #67.

Avior Wealth Management first reported a position in SCHD in Q1 2016 and has held it in 36 quarters since. The position peaked at $12.8M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Avior Wealth Management held 387,669 shares of Schwab US Dividend Equity ETF worth $12.3M as of Q2 2026.
Avior Wealth Management sold 29,541 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $937K.
Schwab US Dividend Equity ETF made up 0.32% of Avior Wealth Management's portfolio in Q2 2026, its #67 holding.
Avior Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2016 and has held it in 36 quarters since.
Avior Wealth Management's Schwab US Dividend Equity ETF position peaked at $12.8M in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.