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

Evermay 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	$71.3K	Hold	2,250	–	–	0.01%	312
2026 Q1	$69K	Hold	2,250	–	–	0.01%	288
2025 Q4	$61.7K	Sell	2,250 -265	-11%	-$7.21K	0.01%	305
2025 Q3	$68.7K	Sell	2,515 -1,209	-32%	-$33K	0.01%	300
2025 Q2	$98.7K	Sell	3,724 -177	-5%	-$4.62K	0.01%	266
2025 Q1	$109K	Sell	3,901 -260	-6%	-$7.25K	0.01%	252
2024 Q4	$114K	Sell	4,161 -150	-3%	-$4.26K	0.02%	244
2024 Q3	$121K	Sell	4,311 -918	-18%	-$25K	0.02%	247
2024 Q2	$136K	Sell	5,229 -453	-8%	-$11.8K	0.02%	233
2024 Q1	$153K	Buy	5,682 +102	+2%	+$2.63K	0.02%	219
2023 Q4	$142K	Sell	5,580 -450	-7%	-$10.7K	0.03%	210
2023 Q3	$142K	Buy	6,030 +2,118	+54%	+$52K	0.03%	198
2023 Q2	$94.7K	Hold	3,912	–	–	0.02%	251
2023 Q1	$95.4K	Hold	3,912	–	–	0.02%	243
2022 Q4	$98.5K	Buy	3,912 +87	+2%	+$2.15K	0.02%	229
2022 Q3	$85K	Sell	3,825 -1,560	-29%	-$37.9K	0.02%	233
2022 Q2	$129K	Buy	5,385 +1,470	+38%	+$37.4K	0.03%	193
2022 Q1	$103K	Hold	3,915	–	–	0.02%	250
2021 Q4	$105K	Sell	3,915 -90	-2%	-$2.34K	0.02%	227
2021 Q3	$99K	Hold	4,005	–	–	0.02%	217
2021 Q2	$101K	Buy	+4,005	New	+$101K	0.02%	222
2020 Q1	–	Sell	-11,805	Closed	-$228K	–	155
2019 Q4	$228K	Buy	+11,805	New	+$221K	0.06%	145
2015 Q3	–	Sell	-356,580	Closed	-$4.55M	–	86
2015 Q2	$4.55M	Sell	356,580 -30,660	-8%	-$406K	2.71%	10
2015 Q1	$5.09M	Sell	387,240 -7,335	-2%	-$97.5K	3.01%	9
2014 Q4	$5.24M	Buy	394,575 +23,565	+6%	+$308K	3.4%	7
2014 Q3	$4.77M	Buy	371,010 +4,335	+1%	+$55.7K	4.09%	5
2014 Q2	$4.68M	Buy	366,675 +166,110	+83%	+$2.08M	4.05%	5
2014 Q1	$2.46M	Buy	200,565 +36,900	+23%	+$443K	2.62%	7
2013 Q4	$2M	Buy	+163,665	New	+$1.93M	2.78%	6

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

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

Evermay Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 2,250 shares worth $71.3K. The position accounts for 0.01% of the portfolio, ranked #312.

Evermay Wealth Management first reported a position in SCHD in Q4 2013 and has held it in 29 quarters since. The position peaked at $5.24M in Q4 2014. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Evermay Wealth Management held 2,250 shares of Schwab US Dividend Equity ETF worth $71.3K as of Q2 2026.
Evermay Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #312 holding.
Evermay Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2013 and has held it in 29 quarters since.
Evermay Wealth Management's Schwab US Dividend Equity ETF position peaked at $5.24M in Q4 2014.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.