Comprehensive Money Management Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Comprehensive Money Management Services’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	$654K	Buy	20,639 +159	+0.8%	+$5.04K	0.41%	86
2026 Q1	$628K	Buy	20,480 +1,925	+10%	+$58.4K	0.41%	79
2025 Q4	$509K	Buy	18,555 +1,180	+7%	+$32.1K	0.35%	99
2025 Q3	$474K	Hold	17,375	–	–	0.34%	99
2025 Q2	$460K	Sell	17,375 -800	-4%	-$20.9K	0.35%	98
2025 Q1	$508K	Sell	18,175 -1,095	-6%	-$30.5K	0.41%	88
2024 Q4	$526K	Buy	+19,270	New	+$548K	0.43%	85

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 22.9% 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

Comprehensive Money Management Services's SCHD Position: Q2 2026 in Review

Comprehensive Money Management Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.78% in Q2 2026, buying an estimated $5.04K and bringing the position to 20,639 shares worth $654K. The position accounts for 0.41% of the portfolio, ranked #86.

Comprehensive Money Management Services first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Comprehensive Money Management Services held 20,639 shares of Schwab US Dividend Equity ETF worth $654K as of Q2 2026.
Comprehensive Money Management Services bought 159 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5.04K.
Schwab US Dividend Equity ETF made up 0.41% of Comprehensive Money Management Services's portfolio in Q2 2026, its #86 holding.
Comprehensive Money Management Services first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.