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

Finer 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	$260K	Sell	8,195 -82	-1%	-$2.6K	0.12%	81
2026 Q1	$254K	Buy	8,277 +232	+3%	+$7.04K	0.13%	79
2025 Q4	$221K	Sell	8,045 -1,796	-18%	-$48.8K	0.11%	78
2025 Q3	$269K	Sell	9,841 -993	-9%	-$27.1K	0.13%	76
2025 Q2	$287K	Sell	10,834 -1,956	-15%	-$51.1K	0.15%	76
2025 Q1	$358K	Buy	12,790 +147	+1%	+$4.1K	0.21%	68
2024 Q4	$345K	Sell	12,643 -449	-3%	-$12.8K	0.2%	71
2024 Q3	$369K	Sell	13,092 -600	-4%	-$16.3K	0.23%	64
2024 Q2	$355K	Buy	13,692 +654	+5%	+$17K	0.23%	66
2024 Q1	$350K	Sell	13,038 -1,155	-8%	-$29.8K	0.23%	64
2023 Q4	$360K	Sell	14,193 -27	-0.2%	-$643	0.27%	60
2023 Q3	$335K	Buy	14,220 +1,188	+9%	+$29.2K	0.27%	60
2023 Q2	$315K	Sell	13,032 -1,149	-8%	-$27.5K	0.25%	65
2023 Q1	$346K	Sell	14,181 -903	-6%	-$22.6K	0.29%	63
2022 Q4	$380K	Buy	15,084 +78	+0.5%	+$1.93K	0.36%	58
2022 Q3	$332K	Buy	15,006 +645	+4%	+$15.7K	0.33%	62
2022 Q2	$343K	Sell	14,361 -372	-3%	-$9.46K	0.31%	62
2022 Q1	$387K	Sell	14,733 -1,191	-7%	-$31.2K	0.32%	63
2021 Q4	$429K	Buy	+15,924	New	+$414K	0.36%	57

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

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

Finer Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.99% in Q2 2026, selling an estimated $2.6K and leaving 8,195 shares worth $260K. The position accounts for 0.12% of the portfolio, ranked #81.

Finer Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $429K in Q4 2021. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Finer Wealth Management held 8,195 shares of Schwab US Dividend Equity ETF worth $260K as of Q2 2026.
Finer Wealth Management sold 82 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.6K.
Schwab US Dividend Equity ETF made up 0.12% of Finer Wealth Management's portfolio in Q2 2026, its #81 holding.
Finer Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
Finer Wealth Management's Schwab US Dividend Equity ETF position peaked at $429K in Q4 2021.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.