Drucker Wealth 3.0’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Drucker Wealth 3.0’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	$11.5M	Buy	363,376 +51,759	+17%	+$1.64M	1.82%	12
2026 Q1	$9.56M	Buy	311,617 +6,581	+2%	+$200K	1.67%	12
2025 Q4	$8.37M	Sell	305,036 -21,489	-7%	-$584K	1.47%	16
2025 Q3	$8.91M	Buy	326,525 +247,037	+311%	+$6.74M	1.59%	14
2025 Q2	$2.17M	Buy	+79,488	New	+$2.08M	0.42%	52
2024 Q4	–	Sell	-9,909	Closed	-$279K	–	158
2024 Q3	$279K	Sell	9,909 -561	-5%	-$15.3K	0.07%	133
2024 Q2	$271K	Buy	+10,470	New	+$273K	0.07%	132

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

Drucker Wealth 3.0's SCHD Position: Q2 2026 in Review

Drucker Wealth 3.0 increased its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q2 2026, buying an estimated $1.64M and bringing the position to 363,376 shares worth $11.5M. The position accounts for 1.82% of the portfolio, ranked #12.

Drucker Wealth 3.0 first reported a position in SCHD in Q2 2024 and has held it in 7 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Drucker Wealth 3.0 held 363,376 shares of Schwab US Dividend Equity ETF worth $11.5M as of Q2 2026.
Drucker Wealth 3.0 bought 51,759 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.64M.
Schwab US Dividend Equity ETF made up 1.82% of Drucker Wealth 3.0's portfolio in Q2 2026, its #12 holding.
Drucker Wealth 3.0 first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 7 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.