Darden Wealth Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Darden Wealth Group’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	$486K	Buy	15,323 +2	+0%	+$63	0.19%	98
2026 Q1	$470K	Buy	15,321 +2	+0%	+$61	0.24%	90
2025 Q4	$420K	Sell	15,319 -848	-5%	-$23.1K	0.2%	92
2025 Q3	$441K	Sell	16,167 -849	-5%	-$23.2K	0.23%	87
2025 Q2	$451K	Buy	17,016 +139	+0.8%	+$3.63K	0.27%	76
2025 Q1	$472K	Sell	16,877 -1,410	-8%	-$39.3K	0.37%	62
2024 Q4	$500K	Buy	18,287 +20	+0.1%	+$569	0.34%	62
2024 Q3	$515K	Buy	18,267 +900	+5%	+$24.5K	0.37%	60
2024 Q2	$450K	Buy	17,367 +1,461	+9%	+$38K	0.27%	60
2024 Q1	$428K	Buy	15,906 +4,221	+36%	+$109K	0.34%	68
2023 Q4	$297K	Buy	+11,685	New	+$278K	0.29%	76

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

Darden Wealth Group's SCHD Position: Q2 2026 in Review

Darden Wealth Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.01% in Q2 2026, buying an estimated $63 and bringing the position to 15,323 shares worth $486K. The position accounts for 0.19% of the portfolio, ranked #98.

Darden Wealth Group first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $515K in Q3 2024. 2,141 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Darden Wealth Group held 15,323 shares of Schwab US Dividend Equity ETF worth $486K as of Q2 2026.
Darden Wealth Group bought 2 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $63.
Schwab US Dividend Equity ETF made up 0.19% of Darden Wealth Group's portfolio in Q2 2026, its #98 holding.
Darden Wealth Group first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Darden Wealth Group's Schwab US Dividend Equity ETF position peaked at $515K in Q3 2024.
2,141 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.