Blake Schutter Theil Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$341K	Buy	10,753 +181	+2%	+$5.74K	0.23%	84
2026 Q1	$324K	Buy	10,572 +54	+0.5%	+$1.64K	0.26%	84
2025 Q4	$289K	Buy	+10,518	New	+$286K	0.24%	89
2025 Q2	–	Sell	-24,561	Closed	-$687K	–	116
2025 Q1	$687K	Buy	24,561 +4,715	+24%	+$131K	0.78%	35
2024 Q4	$542K	Buy	19,846 +55	+0.3%	+$1.56K	0.57%	43
2024 Q3	$558K	Buy	+19,791	New	+$539K	0.4%	69

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

Blake Schutter Theil Wealth Advisors's SCHD Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q2 2026, buying an estimated $5.74K and bringing the position to 10,753 shares worth $341K. The position accounts for 0.23% of the portfolio, ranked #84.

Blake Schutter Theil Wealth Advisors first reported a position in SCHD in Q3 2024 and has held it in 6 quarters since. The position peaked at $687K in Q1 2025. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 10,753 shares of Schwab US Dividend Equity ETF worth $341K as of Q2 2026.
Blake Schutter Theil Wealth Advisors bought 181 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5.74K.
Schwab US Dividend Equity ETF made up 0.23% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 6 quarters since.
Blake Schutter Theil Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $687K in Q1 2025.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.