Delap Wealth Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Delap Wealth Advisory’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	$728K	Hold	22,958	–	–	0.25%	47
2026 Q1	$704K	Buy	22,958 +188	+0.8%	+$5.7K	0.27%	43
2025 Q4	$625K	Buy	22,770 +222	+1%	+$6.04K	0.24%	48
2025 Q3	$621K	Sell	22,548 -754	-3%	-$20.6K	0.26%	42
2025 Q2	$618K	Buy	23,302 +585	+3%	+$15.3K	0.3%	38
2025 Q1	$635K	Sell	22,717 -502	-2%	-$14K	0.35%	39
2024 Q4	$634K	Buy	+23,219	New	+$660K	0.38%	35

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

Delap Wealth Advisory's SCHD Position: Q2 2026 in Review

Delap Wealth Advisory held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 22,958 shares worth $728K. The position accounts for 0.25% of the portfolio, ranked #47.

Delap Wealth Advisory first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Delap Wealth Advisory held 22,958 shares of Schwab US Dividend Equity ETF worth $728K as of Q2 2026.
Delap Wealth Advisory left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.25% of Delap Wealth Advisory's portfolio in Q2 2026, its #47 holding.
Delap Wealth Advisory first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.