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

Carolina 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	$14K	Buy	+441	New	+$14K	0.01%	173

Other funds holding SCHD

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

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

Carolina Wealth Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 441 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #173 among its holdings.

411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Carolina Wealth Advisors held 441 shares of Schwab US Dividend Equity ETF worth $14K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Carolina Wealth Advisors position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #173 holding.
411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.