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

Evolution 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	$891K	Sell	28,088 -2,806	-9%	-$89K	0.52%	38
2026 Q1	$948K	Buy	30,894 +9,655	+45%	+$293K	0.69%	32
2025 Q4	$583K	Buy	21,239 +8,608	+68%	+$234K	0.48%	40
2025 Q3	$345K	Sell	12,631 -121	-0.9%	-$3.3K	0.35%	57
2025 Q2	$338K	Buy	+12,752	New	+$333K	0.42%	43

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

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

Evolution Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 9.1% in Q2 2026, selling an estimated $89K and leaving 28,088 shares worth $891K. The position accounts for 0.52% of the portfolio, ranked #38.

Evolution Wealth Management first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $948K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Evolution Wealth Management held 28,088 shares of Schwab US Dividend Equity ETF worth $891K as of Q2 2026.
Evolution Wealth Management sold 2,806 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $89K.
Schwab US Dividend Equity ETF made up 0.52% of Evolution Wealth Management's portfolio in Q2 2026, its #38 holding.
Evolution Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's Schwab US Dividend Equity ETF position peaked at $948K in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.