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

DKM 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	$478K	Hold	15,060	–	–	0.31%	33
2026 Q1	$462K	Hold	15,060	–	–	0.33%	32
2025 Q4	$413K	Hold	15,060	–	–	0.31%	36
2025 Q3	$411K	Hold	15,060	–	–	0.33%	36
2025 Q2	$399K	Sell	15,060 -2,443	-14%	-$63.8K	0.34%	34
2025 Q1	$489K	Sell	17,503 -157	-0.9%	-$4.38K	0.47%	27
2024 Q4	$482K	Buy	+17,660	New	+$502K	0.46%	31

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

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

DKM Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 15,060 shares worth $478K. The position accounts for 0.31% of the portfolio, ranked #33.

DKM Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $489K in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

DKM Wealth Management held 15,060 shares of Schwab US Dividend Equity ETF worth $478K as of Q2 2026.
DKM Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.31% of DKM Wealth Management's portfolio in Q2 2026, its #33 holding.
DKM Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
DKM Wealth Management's Schwab US Dividend Equity ETF position peaked at $489K in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on DKM Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.