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

FMA 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	$2.64M	Sell	83,160 -7,992	-9%	-$254K	1.69%	19
2026 Q1	$2.8M	Sell	91,152 -3,459	-4%	-$105K	1.86%	19
2025 Q4	$2.6M	Sell	94,611 -4,424	-4%	-$120K	1.68%	19
2025 Q3	$2.7M	Buy	99,035 +2,922	+3%	+$79.7K	1.86%	18
2025 Q2	$2.55M	Buy	96,113 +2,233	+2%	+$58.3K	1.88%	18
2025 Q1	$2.68M	Sell	93,880 -144	-0.2%	-$4.01K	2.06%	17
2024 Q4	$2.57M	Buy	94,024 +676	+0.7%	+$19.2K	1.91%	18
2024 Q3	$2.63M	Buy	93,348 +3,729	+4%	+$102K	1.91%	18
2024 Q2	$2.32M	Buy	89,619 +18	+0%	+$469	1.88%	18
2024 Q1	$2.41M	Buy	89,601 +4,947	+6%	+$128K	2%	17
2023 Q4	$2.15M	Buy	+84,654	New	+$2.02M	1.96%	16

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

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

FMA Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.8% in Q2 2026, selling an estimated $254K and leaving 83,160 shares worth $2.64M. The position accounts for 1.69% of the portfolio, ranked #19.

FMA Wealth Management first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.8M in Q1 2026. 2,137 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

FMA Wealth Management held 83,160 shares of Schwab US Dividend Equity ETF worth $2.64M as of Q2 2026.
FMA Wealth Management sold 7,992 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $254K.
Schwab US Dividend Equity ETF made up 1.69% of FMA Wealth Management's portfolio in Q2 2026, its #19 holding.
FMA Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
FMA Wealth Management's Schwab US Dividend Equity ETF position peaked at $2.8M in Q1 2026.
2,137 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.