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

Dominguez Wealth Management Solutions’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	$1.24M	Buy	39,167 +3,316	+9%	+$105K	0.68%	29
2026 Q1	$1.1M	Buy	35,851 +7,076	+25%	+$215K	0.67%	28
2025 Q4	$789K	Buy	28,775 +4,833	+20%	+$131K	0.48%	35
2025 Q3	$654K	Sell	23,942 -138	-0.6%	-$3.77K	0.41%	40
2025 Q2	$638K	Buy	24,080 +185	+0.8%	+$4.83K	0.44%	39
2025 Q1	$668K	Buy	23,895 +77	+0.3%	+$2.15K	0.49%	36
2024 Q4	$651K	Buy	23,818 +79	+0.3%	+$2.25K	0.47%	36
2024 Q3	$669K	Buy	23,739 +162	+0.7%	+$4.41K	0.48%	37
2024 Q2	$611K	Hold	23,577	–	–	0.46%	37
2024 Q1	$634K	Sell	23,577 -168	-0.7%	-$4.34K	0.5%	37
2023 Q4	$603K	Sell	23,745 -102	-0.4%	-$2.43K	0.5%	37
2023 Q3	$562K	Buy	23,847 +75	+0.3%	+$1.84K	0.52%	35
2023 Q2	$575K	Sell	23,772 -63	-0.3%	-$1.5K	0.5%	34
2023 Q1	$581K	Sell	23,835 -849	-3%	-$21.2K	0.53%	33
2022 Q4	$622K	Buy	+24,684	New	+$609K	0.62%	33

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

Dominguez Wealth Management Solutions's SCHD Position: Q2 2026 in Review

Dominguez Wealth Management Solutions increased its Schwab US Dividend Equity ETF (SCHD) stake by 9.2% in Q2 2026, buying an estimated $105K and bringing the position to 39,167 shares worth $1.24M. The position accounts for 0.68% of the portfolio, ranked #29.

Dominguez Wealth Management Solutions first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Dominguez Wealth Management Solutions held 39,167 shares of Schwab US Dividend Equity ETF worth $1.24M as of Q2 2026.
Dominguez Wealth Management Solutions bought 3,316 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $105K.
Schwab US Dividend Equity ETF made up 0.68% of Dominguez Wealth Management Solutions's portfolio in Q2 2026, its #29 holding.
Dominguez Wealth Management Solutions first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q2 2026, filed 9 Jul 2026.