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

CM 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	$497K	Hold	15,667	–	–	0.09%	97
2026 Q1	$481K	Hold	15,667	–	–	0.1%	82
2025 Q4	$430K	Sell	15,667 -2,360	-13%	-$64.2K	0.1%	87
2025 Q3	$492K	Buy	18,027 +3,144	+21%	+$85.8K	0.13%	57
2025 Q2	$394K	Hold	14,883	–	–	0.12%	61
2025 Q1	$416K	Hold	14,883	–	–	0.13%	60
2024 Q4	$407K	Hold	14,883	–	–	0.13%	57
2024 Q3	$419K	Hold	14,883	–	–	0.14%	58
2024 Q2	$390K	Sell	14,883 -2,418	-14%	-$62.9K	0.19%	48
2024 Q1	$451K	Buy	17,301 +1,518	+10%	+$39.2K	0.13%	86
2023 Q4	$401K	Hold	15,783	–	–	0.17%	50
2023 Q3	$372K	Buy	+15,783	New	+$387K	0.14%	52
2023 Q2	–	Sell	-17,301	Closed	-$410K	–	379
2023 Q1	$410K	Buy	+17,301	New	+$433K	0.08%	282

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

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

CM Wealth Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 15,667 shares worth $497K. The position accounts for 0.09% of the portfolio, ranked #97.

CM Wealth Advisors first reported a position in SCHD in Q1 2023 and has held it in 13 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

CM Wealth Advisors held 15,667 shares of Schwab US Dividend Equity ETF worth $497K as of Q2 2026.
CM Wealth Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.09% of CM Wealth Advisors's portfolio in Q2 2026, its #97 holding.
CM Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 13 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.