Etesian Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Etesian Wealth Advisors’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	$1.08M	Buy	34,090 +9,157	+37%	+$291K	0.32%	66
2026 Q1	$765K	Buy	24,933 +8,503	+52%	+$258K	0.24%	79
2025 Q4	$451K	Sell	16,430 -716	-4%	-$19.5K	0.14%	97
2025 Q3	$468K	Sell	17,146 -524	-3%	-$14.3K	0.15%	99
2025 Q2	$468K	Buy	17,670 +9,756	+123%	+$255K	0.17%	99
2025 Q1	$221K	Buy	7,914 +295	+4%	+$8.22K	0.1%	133
2024 Q4	$208K	Buy	7,619 +500	+7%	+$14.2K	0.09%	137
2024 Q3	$201K	Buy	+7,119	New	+$194K	0.09%	139
2024 Q2	–	Sell	-8,289	Closed	-$223K	–	116
2024 Q1	$223K	Sell	8,289 -393	-5%	-$10.2K	0.13%	111
2023 Q4	$221K	Sell	8,682 -2,133	-20%	-$50.8K	0.13%	108
2023 Q3	$255K	Hold	10,815	–	–	0.17%	101
2023 Q2	$262K	Sell	10,815 -738	-6%	-$17.6K	0.17%	99
2023 Q1	$282K	Sell	11,553 -75	-0.6%	-$1.88K	0.19%	98
2022 Q4	$293K	Buy	+11,628	New	+$287K	0.21%	96

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

Etesian Wealth Advisors's SCHD Position: Q2 2026 in Review

Etesian Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 37% in Q2 2026, buying an estimated $291K and bringing the position to 34,090 shares worth $1.08M. The position accounts for 0.32% of the portfolio, ranked #66.

Etesian Wealth Advisors first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Etesian Wealth Advisors held 34,090 shares of Schwab US Dividend Equity ETF worth $1.08M as of Q2 2026.
Etesian Wealth Advisors bought 9,157 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $291K.
Schwab US Dividend Equity ETF made up 0.32% of Etesian Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Etesian Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.