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Confluence Wealth Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Confluence Wealth 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 		$257K Buy
+8,103
New +$257K 0.01% 424
2022
Q1 		– Sell
-3
Closed – – 982
2021
Q4 		$0 Buy
+3
New +$78 ﹤0.01% 1263

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAIM
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Confluence Wealth Services's SCHD Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 8,103 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #424 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in SCHD as recently as Q4 2021.

Confluence Wealth Services first reported a position in SCHD in Q4 2021 and has held it in 2 quarters since. 662 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Confluence Wealth Services held 8,103 shares of Schwab US Dividend Equity ETF worth $257K as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new Confluence Wealth Services position in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #424 holding.
  • Confluence Wealth Services first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 2 quarters since.
  • 662 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.