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

Axxcess 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	$22M	Buy	692,830 +2,592	+0.4%	+$82.2K	0.35%	61
2026 Q1	$21.2M	Buy	690,238 +28,415	+4%	+$862K	0.68%	33
2025 Q4	$18.2M	Sell	661,823 -5,149	-0.8%	-$140K	0.31%	64
2025 Q3	$18.2M	Buy	666,972 +26,433	+4%	+$721K	0.39%	53
2025 Q2	$17M	Sell	640,539 -10,600	-2%	-$277K	0.4%	49
2025 Q1	$18.2M	Sell	651,139 -45,182	-6%	-$1.26M	0.48%	45
2024 Q4	$19M	Buy	696,321 +30,090	+5%	+$855K	0.46%	44
2024 Q3	$18.8M	Buy	666,231 +2,229	+0.3%	+$60.7K	0.46%	48
2024 Q2	$17.2M	Buy	664,002 +16,209	+3%	+$422K	0.46%	48
2024 Q1	$17.4M	Sell	647,793 -506,322	-44%	-$13.1M	0.48%	43
2023 Q4	$29.3M	Sell	1,154,115 -284,211	-20%	-$6.77M	0.85%	23
2023 Q3	$33.9M	Buy	1,438,326 +459,687	+47%	+$11.3M	1.16%	14
2023 Q2	$23.7M	Sell	978,639 -146,418	-13%	-$3.5M	1.72%	7
2023 Q1	$27.4M	Buy	1,125,057 +97,872	+10%	+$2.45M	2.08%	7
2022 Q4	$25.9M	Sell	1,027,185 -40,437	-4%	-$998K	2.13%	5
2022 Q3	$23.6M	Buy	1,067,622 +64,431	+6%	+$1.57M	2.24%	5
2022 Q2	$24M	Sell	1,003,191 -83,970	-8%	-$2.14M	2.2%	5
2022 Q1	$28.6M	Buy	1,087,161 +77,910	+8%	+$2.04M	2.23%	5
2021 Q4	$27.2M	Buy	+1,009,251	New	+$26.2M	1.98%	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

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

Axxcess Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.38% in Q2 2026, buying an estimated $82.2K and bringing the position to 692,830 shares worth $22M. The position accounts for 0.35% of the portfolio, ranked #61.

Axxcess Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $33.9M in Q3 2023. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Axxcess Wealth Management held 692,830 shares of Schwab US Dividend Equity ETF worth $22M as of Q2 2026.
Axxcess Wealth Management bought 2,592 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $82.2K.
Schwab US Dividend Equity ETF made up 0.35% of Axxcess Wealth Management's portfolio in Q2 2026, its #61 holding.
Axxcess Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
Axxcess Wealth Management's Schwab US Dividend Equity ETF position peaked at $33.9M in Q3 2023.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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