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

Chesapeake 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	$3.63M	Buy	114,578 +4,741	+4%	+$150K	1.02%	25
2026 Q1	$3.37M	Buy	109,837 +7,399	+7%	+$224K	1.03%	24
2025 Q4	$2.81M	Sell	102,438 -2,859	-3%	-$77.7K	0.84%	37
2025 Q3	$2.87M	Sell	105,297 -2,314	-2%	-$63.1K	0.88%	36
2025 Q2	$2.85M	Buy	107,611 +2,590	+2%	+$67.6K	0.95%	31
2025 Q1	$2.94M	Sell	105,021 -1,425	-1%	-$39.7K	1.05%	26
2024 Q4	$2.91M	Buy	106,446 +1,080	+1%	+$30.7K	1%	28
2024 Q3	$2.97M	Sell	105,366 -2,409	-2%	-$65.6K	1.01%	31
2024 Q2	$2.79M	Sell	107,775 -4,587	-4%	-$119K	1.01%	29
2024 Q1	$3.02M	Sell	112,362 -8,430	-7%	-$218K	1.1%	25
2023 Q4	$3.07M	Sell	120,792 -9,252	-7%	-$220K	1.18%	23
2023 Q3	$3.07M	Sell	130,044 -11,910	-8%	-$292K	1.28%	20
2023 Q2	$3.44M	Sell	141,954 -1,119	-0.8%	-$26.7K	1.35%	20
2023 Q1	$3.49M	Buy	143,073 +12,840	+10%	+$321K	1.46%	15
2022 Q4	$3.28M	Buy	130,233 +9,453	+8%	+$233K	1.44%	15
2022 Q3	$2.67M	Buy	120,780 +28,641	+31%	+$696K	1.22%	21
2022 Q2	$2.2M	Buy	92,139 +16,602	+22%	+$422K	0.94%	28
2022 Q1	$1.99M	Buy	75,537 +2,316	+3%	+$60.6K	0.72%	33
2021 Q4	$1.97M	Buy	73,221 +639	+0.9%	+$16.6K	0.66%	38
2021 Q3	$1.8M	Sell	72,582 -8,871	-11%	-$225K	0.64%	38
2021 Q2	$2.05M	Sell	81,453 -1,575	-2%	-$39.8K	0.67%	35
2021 Q1	$2.02M	Buy	83,028 +2,160	+3%	+$49.1K	0.68%	35
2020 Q4	$1.73M	Buy	80,868 +1,515	+2%	+$30.7K	0.59%	40
2020 Q3	$1.46M	Buy	79,353 +3,060	+4%	+$56.3K	0.55%	49
2020 Q2	$1.32M	Buy	76,293 +720	+1%	+$12.2K	0.52%	54
2020 Q1	$1.13M	Buy	75,573 +3,810	+5%	+$68.4K	0.52%	52
2019 Q4	$1.39M	Buy	71,763 +4,545	+7%	+$85.1K	0.53%	51
2019 Q3	$1.23M	Sell	67,218 -2,976	-4%	-$53.3K	0.5%	59
2019 Q2	$1.24M	Buy	70,194 +1,143	+2%	+$20.1K	0.52%	50
2019 Q1	$1.2M	Sell	69,051 -2,670	-4%	-$44.9K	0.53%	51
2018 Q4	$1.12M	Buy	71,721 +81	+0.1%	+$1.35K	0.56%	47
2018 Q3	$1.27M	Buy	71,640 +1,716	+2%	+$29.7K	0.56%	47
2018 Q2	$1.15M	Sell	69,924 -4,395	-6%	-$72.3K	0.53%	54
2018 Q1	$1.22M	Buy	+74,319	New	+$1.27M	0.56%	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

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

Chesapeake Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.3% in Q2 2026, buying an estimated $150K and bringing the position to 114,578 shares worth $3.63M. The position accounts for 1.02% of the portfolio, ranked #25.

Chesapeake Wealth Management first reported a position in SCHD in Q1 2018 and has held it in 34 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Chesapeake Wealth Management held 114,578 shares of Schwab US Dividend Equity ETF worth $3.63M as of Q2 2026.
Chesapeake Wealth Management bought 4,741 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $150K.
Schwab US Dividend Equity ETF made up 1.02% of Chesapeake Wealth Management's portfolio in Q2 2026, its #25 holding.
Chesapeake Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 34 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Chesapeake Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.