DecisionPoint Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

DecisionPoint Financial’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	$173K	Buy	5,418 +984	+22%	+$31.2K	0.03%	59
2026 Q1	$136K	Sell	4,434 -1,424	-24%	-$43.2K	0.03%	58
2025 Q4	$161K	Hold	5,858	–	–	0.04%	53
2025 Q3	$161K	Hold	5,858	–	–	0.04%	52
2025 Q2	$158K	Hold	5,858	–	–	0.04%	49
2025 Q1	$164K	Buy	+5,858	New	+$163K	0.05%	44
2023 Q1	–	Sell	-3	Closed	-$76	–	220
2022 Q4	$76	Buy	+3	New	+$74	﹤0.01%	182

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

DecisionPoint Financial's SCHD Position: Q2 2026 in Review

DecisionPoint Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 22% in Q2 2026, buying an estimated $31.2K and bringing the position to 5,418 shares worth $173K. The position accounts for 0.03% of the portfolio, ranked #59.

DecisionPoint Financial first reported a position in SCHD in Q4 2022 and has held it in 7 quarters since. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

DecisionPoint Financial held 5,418 shares of Schwab US Dividend Equity ETF worth $173K as of Q2 2026.
DecisionPoint Financial bought 984 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $31.2K.
Schwab US Dividend Equity ETF made up 0.03% of DecisionPoint Financial's portfolio in Q2 2026, its #59 holding.
DecisionPoint Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 7 quarters since.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.