Connecticut Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Connecticut Wealth Management’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	$951K	Hold	30,000	–	–	0.04%	171
2026 Q1	$920K	Buy	30,000 +400	+1%	+$12.1K	0.04%	163
2025 Q4	$812K	Hold	29,600	–	–	0.04%	177
2025 Q3	$808K	Hold	29,600	–	–	0.04%	173
2025 Q2	$784K	Buy	29,600 +437	+1%	+$11.4K	0.04%	172
2025 Q1	$815K	Buy	+29,163	New	+$813K	0.04%	167
2024 Q4	–	Sell	-29,028	Closed	-$818K	–	299
2024 Q3	$818K	Hold	29,028	–	–	0.04%	172
2024 Q2	$752K	Hold	29,028	–	–	0.04%	178
2024 Q1	$780K	Hold	29,028	–	–	0.04%	173
2023 Q4	$737K	Hold	29,028	–	–	0.04%	175
2023 Q3	$685K	Sell	29,028 -1,950	-6%	-$47.9K	0.05%	141
2023 Q2	$750K	Hold	30,978	–	–	0.05%	116
2023 Q1	$755K	Buy	+30,978	New	+$774K	0.06%	110

Other funds holding SCHD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Connecticut Wealth Management's SCHD Position: Q2 2026 in Review

Connecticut Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 30,000 shares worth $951K. The position accounts for 0.04% of the portfolio, ranked #171.

Connecticut Wealth Management first reported a position in SCHD in Q1 2023 and has held it in 13 quarters since. 1,175 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Connecticut Wealth Management held 30,000 shares of Schwab US Dividend Equity ETF worth $951K as of Q2 2026.
Connecticut Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.04% of Connecticut Wealth Management's portfolio in Q2 2026, its #171 holding.
Connecticut Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 13 quarters since.
1,175 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.