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

Evoke Wealth’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	–	Sell	-6,951	Closed	-$213K	–	521
2026 Q1	$213K	Sell	6,951 -1,880	-21%	-$57K	﹤0.01%	651
2025 Q4	$242K	Buy	8,831 +1	+0%	+$27	﹤0.01%	581
2025 Q3	$241K	Buy	+8,830	New	+$241K	﹤0.01%	557
2025 Q2	–	Sell	-8,637	Closed	-$241K	–	616
2025 Q1	$241K	Buy	8,637 +984	+13%	+$27.4K	0.01%	391
2024 Q4	$209K	Buy	+7,653	New	+$218K	0.01%	403
2022 Q3	–	Sell	-4,311	Closed	-$103K	–	1249
2022 Q2	$103K	Buy	+4,311	New	+$110K	﹤0.01%	407

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

Evoke Wealth's SCHD Position: Q2 2026 in Review

Evoke Wealth sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 6,951 shares — an estimated $213K sold.

Evoke Wealth first reported a position in SCHD in Q2 2022 and held it in 6 quarters. The position peaked at $242K in Q4 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Evoke Wealth reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 6,951 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $213K.
Evoke Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and held it in 6 quarters.
Evoke Wealth's Schwab US Dividend Equity ETF position peaked at $242K in Q4 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.