Concord Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Concord Wealth Partners’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	$2.76M	Sell	87,157 -8,045	-8%	-$255K	0.32%	76
2026 Q1	$2.92M	Sell	95,202 -12,150	-11%	-$369K	0.38%	68
2025 Q4	$2.94M	Sell	107,352 -2,929	-3%	-$79.6K	0.38%	64
2025 Q3	$3.01M	Sell	110,281 -21,151	-16%	-$577K	0.42%	52
2025 Q2	$3.48M	Sell	131,432 -22,792	-15%	-$595K	0.51%	42
2025 Q1	$4.31M	Sell	154,224 -11,288	-7%	-$315K	0.71%	32
2024 Q4	$4.52M	Sell	165,512 -7,396	-4%	-$210K	0.74%	31
2024 Q3	$4.87M	Sell	172,908 -37,086	-18%	-$1.01M	0.81%	32
2024 Q2	$5.44M	Sell	209,994 -34,695	-14%	-$903K	0.96%	27
2024 Q1	$6.58M	Sell	244,689 -134,496	-35%	-$3.47M	1.18%	21
2023 Q4	$9.62M	Sell	379,185 -112,218	-23%	-$2.67M	1.93%	14
2023 Q3	$11.6M	Sell	491,403 -136,794	-22%	-$3.36M	2.46%	9
2023 Q2	$15.2M	Buy	628,197 +125,586	+25%	+$3M	3.28%	6
2023 Q1	$12.3M	Sell	502,611 -26,472	-5%	-$662K	3.48%	6
2022 Q4	$13.3M	Buy	529,083 +71,481	+16%	+$1.76M	4.01%	5
2022 Q3	$10.1M	Buy	457,602 +78,423	+21%	+$1.91M	3.22%	10
2022 Q2	$9.05M	Buy	379,179 +279,966	+282%	+$7.12M	2.49%	11
2022 Q1	$2.61M	Buy	99,213 +20,664	+26%	+$541K	0.68%	26
2021 Q4	$2.12M	Buy	78,549 +16,194	+26%	+$421K	0.52%	27
2021 Q3	$1.54M	Buy	62,355 +6,846	+12%	+$174K	0.63%	19
2021 Q2	$1.4M	Buy	55,509 +13,293	+31%	+$336K	0.4%	24
2021 Q1	$1.03M	Buy	42,216 +41,835	+10,980%	+$952K	0.35%	27
2020 Q4	$8K	Buy	+381	New	+$7.73K	0.01%	377

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

Concord Wealth Partners's SCHD Position: Q2 2026 in Review

Concord Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.5% in Q2 2026, selling an estimated $255K and leaving 87,157 shares worth $2.76M. The position accounts for 0.32% of the portfolio, ranked #76.

Concord Wealth Partners first reported a position in SCHD in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.2M in Q2 2023. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Concord Wealth Partners held 87,157 shares of Schwab US Dividend Equity ETF worth $2.76M as of Q2 2026.
Concord Wealth Partners sold 8,045 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $255K.
Schwab US Dividend Equity ETF made up 0.32% of Concord Wealth Partners's portfolio in Q2 2026, its #76 holding.
Concord Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 23 quarters since.
Concord Wealth Partners's Schwab US Dividend Equity ETF position peaked at $15.2M in Q2 2023.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.