Core Wealth Advisors (Florida)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Core Wealth Advisors (Florida)’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	$2.81M	Buy	88,710 +2,046	+2%	+$64.9K	0.57%	20
2026 Q1	$2.66M	Buy	86,664 +13,768	+19%	+$418K	0.63%	19
2025 Q4	$2M	Buy	72,896 +5,854	+9%	+$159K	0.52%	22
2025 Q3	$1.83M	Buy	67,042 +3,899	+6%	+$106K	0.48%	23
2025 Q2	$1.67M	Buy	63,143 +3,790	+6%	+$99K	0.48%	22
2025 Q1	$1.66M	Buy	59,353 +5,978	+11%	+$167K	0.53%	23
2024 Q4	$1.46M	Buy	53,375 +4,436	+9%	+$126K	0.48%	25
2024 Q3	$1.38M	Buy	48,939 +2,958	+6%	+$80.6K	0.44%	26
2024 Q2	$1.19M	Buy	45,981 +840	+2%	+$21.9K	0.41%	27
2024 Q1	$1.21M	Buy	45,141 +390	+0.9%	+$10.1K	0.41%	25
2023 Q4	$1.14M	Sell	44,751 -912	-2%	-$21.7K	0.42%	23
2023 Q3	$1.08M	Buy	45,663 +174	+0.4%	+$4.27K	0.44%	24
2023 Q2	$1.1M	Buy	45,489 +7,185	+19%	+$172K	0.44%	23
2023 Q1	$934K	Buy	38,304 +7,107	+23%	+$178K	0.37%	26
2022 Q4	$786K	Buy	31,197 +6,054	+24%	+$149K	0.34%	28
2022 Q3	$557K	Buy	25,143 +1,170	+5%	+$28.4K	0.32%	27
2022 Q2	$572K	Sell	23,973 -1,110	-4%	-$28.2K	0.35%	29
2022 Q1	$660K	Buy	25,083 +2,583	+11%	+$67.6K	0.37%	28
2021 Q4	$606K	Buy	22,500 +921	+4%	+$23.9K	0.36%	24
2021 Q3	$534K	Buy	21,579 +771	+4%	+$19.6K	0.35%	27
2021 Q2	$525K	Sell	20,808 -345	-2%	-$8.71K	0.35%	26
2021 Q1	$514K	Sell	21,153 -75,285	-78%	-$1.71M	0.45%	24
2020 Q4	$2.06M	Sell	96,438 -112,632	-54%	-$2.28M	1.84%	11
2020 Q3	$3.85M	Buy	209,070 +18,312	+10%	+$337K	3.61%	9
2020 Q2	$3.29M	Buy	190,758 +185,148	+3,300%	+$3.13M	2.9%	12
2020 Q1	$84K	Buy	+5,610	New	+$101K	0.06%	48

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

Core Wealth Advisors (Florida)'s SCHD Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.4% in Q2 2026, buying an estimated $64.9K and bringing the position to 88,710 shares worth $2.81M. The position accounts for 0.57% of the portfolio, ranked #20.

Core Wealth Advisors (Florida) first reported a position in SCHD in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.85M in Q3 2020. 2,123 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Core Wealth Advisors (Florida) held 88,710 shares of Schwab US Dividend Equity ETF worth $2.81M as of Q2 2026.
Core Wealth Advisors (Florida) bought 2,046 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $64.9K.
Schwab US Dividend Equity ETF made up 0.57% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #20 holding.
Core Wealth Advisors (Florida) first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 26 quarters since.
Core Wealth Advisors (Florida)'s Schwab US Dividend Equity ETF position peaked at $3.85M in Q3 2020.
2,123 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.