Diversify Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Diversify Wealth Management’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	$6.66M	Buy	199,365 +16,300	+9%	+$517K	0.11%	187
2026 Q1	$5.76M	Sell	183,065 -27,691	-13%	-$840K	0.1%	193
2025 Q4	$6.03M	Buy	210,756 +695	+0.3%	+$18.9K	0.28%	92
2025 Q3	$5.56M	Sell	210,061 -10,757	-5%	-$293K	0.32%	85
2025 Q2	$5.98M	Sell	220,818 -10,264	-4%	-$268K	0.37%	67
2025 Q1	$5.98M	Sell	231,082 -2,467	-1%	-$68.8K	0.44%	52
2024 Q4	$6.31M	Sell	233,549 -453,013	-66%	-$12.9M	0.49%	50
2024 Q3	$6.47M	Buy	+686,562	New	+$18.7M	0.62%	36

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

Diversify Wealth Management's SCHD Position: Q2 2026 in Review

Diversify Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.9% in Q2 2026, buying an estimated $517K and bringing the position to 199,365 shares worth $6.66M. The position accounts for 0.11% of the portfolio, ranked #187.

Diversify Wealth Management 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.

Diversify Wealth Management held 199,365 shares of Schwab US Dividend Equity ETF worth $6.66M as of Q2 2026.
Diversify Wealth Management bought 16,300 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $517K.
Schwab US Dividend Equity ETF made up 0.11% of Diversify Wealth Management's portfolio in Q2 2026, its #187 holding.
Diversify Wealth Management 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 Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.