Buck Wealth Strategies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Buck Wealth Strategies’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	$335K	Sell	10,551 -482	-4%	-$15.3K	0.04%	153
2026 Q1	$338K	Sell	11,033 -1,023	-8%	-$31K	0.04%	125
2025 Q4	$331K	Sell	12,056 -660	-5%	-$17.9K	0.04%	129
2025 Q3	$347K	Sell	12,716 -254	-2%	-$6.93K	0.05%	139
2025 Q2	$344K	Buy	12,970 +3,565	+38%	+$93.1K	0.05%	121
2025 Q1	$263K	Buy	+9,405	New	+$262K	0.05%	109

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

Buck Wealth Strategies's SCHD Position: Q2 2026 in Review

Buck Wealth Strategies reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.4% in Q2 2026, selling an estimated $15.3K and leaving 10,551 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #153.

Buck Wealth Strategies first reported a position in SCHD in Q1 2025 and has held it in 6 quarters since. The position peaked at $347K in Q3 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Buck Wealth Strategies held 10,551 shares of Schwab US Dividend Equity ETF worth $335K as of Q2 2026.
Buck Wealth Strategies sold 482 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $15.3K.
Schwab US Dividend Equity ETF made up 0.04% of Buck Wealth Strategies's portfolio in Q2 2026, its #153 holding.
Buck Wealth Strategies first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 6 quarters since.
Buck Wealth Strategies's Schwab US Dividend Equity ETF position peaked at $347K in Q3 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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