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

Foguth 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	$18.3M	Buy	559,502 +34,027	+6%	+$1.08M	2.08%	11
2026 Q1	$17.1M	Buy	525,475 +368,223	+234%	+$11.2M	1.99%	13
2025 Q4	$4.36M	Buy	+157,252	New	+$4.28M	0.68%	51
2025 Q2	$1.72M	Sell	64,893 -141,787	-69%	-$3.7M	0.37%	52
2025 Q1	$5.78M	Sell	206,680 -54,487	-21%	-$1.52M	1.4%	21
2024 Q4	$7.33M	Buy	261,167 +43,265	+20%	+$1.23M	1.92%	15
2024 Q3	$6.11M	Buy	217,902 +50,427	+30%	+$1.37M	2.22%	14
2024 Q2	$4.34M	Buy	167,475 +36,243	+28%	+$943K	1.91%	18
2024 Q1	$3.53M	Buy	+131,232	New	+$3.39M	1.89%	19

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

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

Foguth Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.5% in Q2 2026, buying an estimated $1.08M and bringing the position to 559,502 shares worth $18.3M. The position accounts for 2.08% of the portfolio, ranked #11.

Foguth Wealth Management first reported a position in SCHD in Q1 2024 and has held it in 9 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Foguth Wealth Management held 559,502 shares of Schwab US Dividend Equity ETF worth $18.3M as of Q2 2026.
Foguth Wealth Management bought 34,027 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.08M.
Schwab US Dividend Equity ETF made up 2.08% of Foguth Wealth Management's portfolio in Q2 2026, its #11 holding.
Foguth Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 9 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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