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

Fifth Third 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	$12.2M	Buy	384,773 +152,093	+65%	+$4.83M	0.34%	54
2026 Q1	$7.14M	Sell	232,680 -5,265	-2%	-$160K	0.24%	74
2025 Q4	$6.53M	Buy	237,945 +19,718	+9%	+$536K	0.23%	75
2025 Q3	$5.96M	Sell	218,227 -12,344	-5%	-$337K	0.22%	75
2025 Q2	$6.11M	Sell	230,571 -22,666	-9%	-$592K	0.26%	66
2025 Q1	$7.08M	Buy	253,237 +31,956	+14%	+$891K	0.37%	44
2024 Q4	$6.05M	Buy	221,281 +22,333	+11%	+$635K	0.33%	48
2024 Q3	$5.61M	Buy	198,948 +20,799	+12%	+$567K	0.34%	47
2024 Q2	$4.62M	Buy	178,149 +54,786	+44%	+$1.43M	0.35%	47
2024 Q1	$3.32M	Buy	123,363 +19,863	+19%	+$513K	0.52%	32
2023 Q4	$2.63M	Sell	103,500 -753	-0.7%	-$17.9K	0.85%	24
2023 Q3	$2.46M	Buy	+104,253	New	+$2.56M	0.99%	22

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Fifth Third Wealth Advisors's SCHD Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 65% in Q2 2026, buying an estimated $4.83M and bringing the position to 384,773 shares worth $12.2M. The position accounts for 0.34% of the portfolio, ranked #54.

Fifth Third Wealth Advisors first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Fifth Third Wealth Advisors held 384,773 shares of Schwab US Dividend Equity ETF worth $12.2M as of Q2 2026.
Fifth Third Wealth Advisors bought 152,093 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.83M.
Schwab US Dividend Equity ETF made up 0.34% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Fifth Third Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.