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

Boulder 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	$232K	Buy	+7,327	New	+$232K	0.08%	33
2022 Q4	$7.16M	Buy	+284,406	New	+$7.02M	6.41%	8

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

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

Boulder Wealth Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 7,327 shares worth $232K. The stake represents 0.08% of the portfolio and ranks #33 among its holdings. This is a return to the name: Boulder Wealth Advisors previously reported a position in SCHD as recently as Q4 2022.

Boulder Wealth Advisors first reported a position in SCHD in Q4 2022 and has held it in 2 quarters since. The position peaked at $7.16M in Q4 2022. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Boulder Wealth Advisors held 7,327 shares of Schwab US Dividend Equity ETF worth $232K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Boulder Wealth Advisors position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.08% of Boulder Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Boulder Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 2 quarters since.
Boulder Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $7.16M in Q4 2022.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.