BlueChip Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

BlueChip 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	$13M	Buy	410,081 +1,975	+0.5%	+$62.7K	4.93%	3
2026 Q1	$12.5M	Buy	408,106 +884	+0.2%	+$26.8K	5.5%	3
2025 Q4	$11.2M	Buy	407,222 +14,401	+4%	+$392K	4.69%	3
2025 Q3	$10.7M	Buy	392,821 +13,017	+3%	+$355K	4.58%	3
2025 Q2	$10.1M	Buy	379,804 +2,417	+0.6%	+$63.1K	4.48%	3
2025 Q1	$10.6M	Sell	377,387 -1,877	-0.5%	-$52.3K	5.18%	2
2024 Q4	$10.4M	Buy	379,264 +19,420	+5%	+$552K	5.75%	2
2024 Q3	$10.1M	Buy	359,844 +19,650	+6%	+$535K	5.31%	2
2024 Q2	$8.82M	Buy	340,194 +5,454	+2%	+$142K	5.19%	2
2024 Q1	$9M	Buy	334,740 +4,053	+1%	+$105K	5.8%	1
2023 Q4	$8.39M	Buy	+330,687	New	+$7.88M	5.88%	4

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

BlueChip Wealth Advisors's SCHD Position: Q2 2026 in Review

BlueChip Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.48% in Q2 2026, buying an estimated $62.7K and bringing the position to 410,081 shares worth $13M. The position accounts for 4.93% of the portfolio, ranked #3.

BlueChip Wealth Advisors first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

BlueChip Wealth Advisors held 410,081 shares of Schwab US Dividend Equity ETF worth $13M as of Q2 2026.
BlueChip Wealth Advisors bought 1,975 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $62.7K.
Schwab US Dividend Equity ETF made up 4.93% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #3 holding.
BlueChip Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.