Axis Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Axis Wealth Partners’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	$4.58M	Sell	144,587 -1,392	-1%	-$44.2K	2.2%	8
2026 Q1	$4.48M	Buy	145,979 +107	+0.1%	+$3.25K	2.38%	5
2025 Q4	$4M	Sell	145,872 -2,054	-1%	-$55.8K	2.21%	7
2025 Q3	$4.04M	Buy	147,926 +2,454	+2%	+$66.9K	2.36%	5
2025 Q2	$3.86M	Buy	145,472 +3,242	+2%	+$84.7K	2.53%	5
2025 Q1	$3.98M	Buy	142,230 +1,285	+0.9%	+$35.8K	2.94%	5
2024 Q4	$3.85M	Buy	+140,945	New	+$4.01M	3.25%	5

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

Axis Wealth Partners's SCHD Position: Q2 2026 in Review

Axis Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.95% in Q2 2026, selling an estimated $44.2K and leaving 144,587 shares worth $4.58M. The position accounts for 2.2% of the portfolio, ranked #8.

Axis Wealth Partners first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Axis Wealth Partners held 144,587 shares of Schwab US Dividend Equity ETF worth $4.58M as of Q2 2026.
Axis Wealth Partners sold 1,392 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $44.2K.
Schwab US Dividend Equity ETF made up 2.2% of Axis Wealth Partners's portfolio in Q2 2026, its #8 holding.
Axis Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.