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

Drive 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	$314K	Sell	9,908 -1,550	-14%	-$49.2K	0.06%	297
2026 Q1	$352K	Sell	11,458 -9,194	-45%	-$279K	0.07%	221
2025 Q4	$566K	Buy	20,652 +5,362	+35%	+$146K	0.11%	150
2025 Q3	$417K	Sell	15,290 -10,587	-41%	-$289K	0.09%	192
2025 Q2	$686K	Sell	25,877 -117	-0.5%	-$3.06K	0.15%	123
2025 Q1	$727K	Buy	25,994 +14,133	+119%	+$394K	0.17%	108
2024 Q4	$324K	Buy	11,861 +1,697	+17%	+$48.2K	0.08%	203
2024 Q3	$286K	Buy	+10,164	New	+$277K	0.07%	221

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

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

Drive Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q2 2026, selling an estimated $49.2K and leaving 9,908 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #297.

Drive Wealth Management first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. The position peaked at $727K in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Drive Wealth Management held 9,908 shares of Schwab US Dividend Equity ETF worth $314K as of Q2 2026.
Drive Wealth Management sold 1,550 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $49.2K.
Schwab US Dividend Equity ETF made up 0.06% of Drive Wealth Management's portfolio in Q2 2026, its #297 holding.
Drive Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
Drive Wealth Management's Schwab US Dividend Equity ETF position peaked at $727K in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.