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

Buska 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	$934K	Buy	29,448 +460	+2%	+$14.6K	0.34%	34
2026 Q1	$889K	Sell	28,988 -3,453	-11%	-$105K	0.36%	28
2025 Q4	$890K	Sell	32,441 -3,848	-11%	-$105K	0.33%	29
2025 Q3	$991K	Sell	36,289 -99	-0.3%	-$2.7K	0.3%	26
2025 Q2	$964K	Sell	36,388 -468	-1%	-$12.2K	0.26%	28
2025 Q1	$1.03M	Buy	36,856 +1,259	+4%	+$35.1K	0.32%	29
2024 Q4	$973K	Buy	35,597 +764	+2%	+$21.7K	0.31%	28
2024 Q3	$981K	Buy	34,833 +18,822	+118%	+$513K	0.34%	26
2024 Q2	$415K	Buy	16,011 +7,812	+95%	+$203K	0.17%	35
2024 Q1	$220K	Buy	+8,199	New	+$212K	0.1%	48

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

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

Buska Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.6% in Q2 2026, buying an estimated $14.6K and bringing the position to 29,448 shares worth $934K. The position accounts for 0.34% of the portfolio, ranked #34.

Buska Wealth Management first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Buska Wealth Management held 29,448 shares of Schwab US Dividend Equity ETF worth $934K as of Q2 2026.
Buska Wealth Management bought 460 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $14.6K.
Schwab US Dividend Equity ETF made up 0.34% of Buska Wealth Management's portfolio in Q2 2026, its #34 holding.
Buska Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
Buska Wealth Management's Schwab US Dividend Equity ETF position peaked at $1.03M in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.