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

EverSource 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 		$4.66M Sell
147,028
-1,906
-1% -$60.5K 0.16% 125
2026
Q1 		$4.57M Buy
148,934
+19,082
+15% +$579K 0.14% 127
2025
Q4 		$3.56M Sell
129,852
-26,815
-17% -$729K 0.13% 127
2025
Q3 		$4.28M Buy
156,667
+22,416
+17% +$612K 0.17% 113
2025
Q2 		$3.56M Buy
134,251
+12,906
+11% +$337K 0.16% 119
2025
Q1 		$3.39M Sell
121,345
-4,808
-4% -$134K 0.19% 110
2024
Q4 		$3.45M Sell
126,153
-53,538
-30% -$1.52M 0.19% 105
2024
Q3 		$5.06M Buy
179,691
+5,556
+3% +$151K 0.32% 71
2024
Q2 		$4.79M Buy
174,135
+8,127
+5% +$212K 0.32% 73
2024
Q1 		$4.26M Buy
166,008
+24,357
+17% +$629K 0.33% 72
2023
Q4 		$3.59M Sell
141,651
-9,993
-7% -$238K 0.33% 75
2023
Q3 		$3.58M Sell
151,644
-14,649
-9% -$359K 0.38% 69
2023
Q2 		$4.03M Sell
166,293
-2,454
-1% -$58.6K 0.44% 58
2023
Q1 		$4.12M Buy
168,747
+11,679
+7% +$292K 0.51% 48
2022
Q4 		$3.95M Sell
157,068
-3,783
-2% -$93.4K 0.6% 35
2022
Q3 		$3.56M Sell
160,851
-29,118
-15% -$707K 0.82% 25
2022
Q2 		$4.54M Buy
189,969
+54,018
+40% +$1.37M 1.17% 14
2022
Q1 		$3.58M Buy
135,951
+24,087
+22% +$631K 0.91% 23
2021
Q4 		$3.01M Buy
+111,864
New +$2.91M 0.84% 25

Other funds holding SCHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.3% in Q2 2026, selling an estimated $60.5K and leaving 147,028 shares worth $4.66M. The position accounts for 0.16% of the portfolio, ranked #125.

EverSource Wealth Advisors first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.06M in Q3 2024. 1,181 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • EverSource Wealth Advisors held 147,028 shares of Schwab US Dividend Equity ETF worth $4.66M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,906 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $60.5K.
  • Schwab US Dividend Equity ETF made up 0.16% of EverSource Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • EverSource Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $5.06M in Q3 2024.
  • 1,181 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.