Chokshi & Queen Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Chokshi & Queen 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	$512K	Buy	16,155 +600	+4%	+$19K	0.24%	36
2026 Q1	$477K	Hold	15,555	–	–	0.26%	35
2025 Q4	$427K	Buy	15,555 +935	+6%	+$25.4K	0.22%	35
2025 Q3	$399K	Hold	14,620	–	–	0.21%	40
2025 Q2	$387K	Hold	14,620	–	–	0.22%	36
2025 Q1	$409K	Sell	14,620 -1,115	-7%	-$31.1K	0.25%	37
2024 Q4	$430K	Buy	+15,735	New	+$447K	0.27%	31

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

Chokshi & Queen Wealth Advisors's SCHD Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.9% in Q2 2026, buying an estimated $19K and bringing the position to 16,155 shares worth $512K. The position accounts for 0.24% of the portfolio, ranked #36.

Chokshi & Queen Wealth Advisors first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Chokshi & Queen Wealth Advisors held 16,155 shares of Schwab US Dividend Equity ETF worth $512K as of Q2 2026.
Chokshi & Queen Wealth Advisors bought 600 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $19K.
Schwab US Dividend Equity ETF made up 0.24% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Chokshi & Queen Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.