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Encompass More Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Encompass More Asset 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 		$551K Buy
+17,377
New +$551K 0.08% 154

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HWA
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Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Encompass More Asset Management's SCHD Position: Q2 2026 in Review

Encompass More Asset Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 17,377 shares worth $551K. The stake represents 0.08% of the portfolio and ranks #154 among its holdings.

378 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Encompass More Asset Management held 17,377 shares of Schwab US Dividend Equity ETF worth $551K as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new Encompass More Asset Management position in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.08% of Encompass More Asset Management's portfolio in Q2 2026, its #154 holding.
  • 378 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.