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

Daymark 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	$2.37M	Buy	74,656 +42,023	+129%	+$1.33M	0.06%	225
2026 Q1	$1M	Buy	32,633 +2,860	+10%	+$86.8K	0.03%	296
2025 Q4	$817K	Buy	29,773 +1,424	+5%	+$38.7K	0.03%	311
2025 Q3	$774K	Buy	28,349 +12,369	+77%	+$337K	0.03%	311
2025 Q2	$423K	Buy	15,980 +2,465	+18%	+$64.4K	0.02%	384
2025 Q1	$378K	Buy	13,515 +13	+0.1%	+$362	0.02%	372
2024 Q4	$369K	Sell	13,502 -187	-1%	-$5.32K	0.02%	374
2024 Q3	$386K	Buy	+13,689	New	+$373K	0.02%	382

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

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

Daymark Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 129% in Q2 2026, buying an estimated $1.33M and bringing the position to 74,656 shares worth $2.37M. The position accounts for 0.06% of the portfolio, ranked #225.

Daymark Wealth Partners first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Daymark Wealth Partners held 74,656 shares of Schwab US Dividend Equity ETF worth $2.37M as of Q2 2026.
Daymark Wealth Partners bought 42,023 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.33M.
Schwab US Dividend Equity ETF made up 0.06% of Daymark Wealth Partners's portfolio in Q2 2026, its #225 holding.
Daymark Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.