Forefront Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Forefront Wealth Partners’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	Buy	83,215 +24,922	+43%	+$791K	0.82%	33
2026 Q1	$1.79M	Sell	58,293 -1,320	-2%	-$40K	0.75%	34
2025 Q4	$1.64M	Sell	59,613 -4,712	-7%	-$128K	0.77%	33
2025 Q3	$1.76M	Sell	64,325 -26,896	-29%	-$734K	0.44%	56
2025 Q2	$2.49M	Buy	91,221 +3,554	+4%	+$92.8K	1.71%	18
2025 Q1	$2.45M	Sell	87,667 -3,554	-4%	-$99.1K	1.67%	14
2024 Q4	$2.49M	Buy	+91,221	New	+$2.59M	1.86%	17

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

Forefront Wealth Partners's SCHD Position: Q2 2026 in Review

Forefront Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 43% in Q2 2026, buying an estimated $791K and bringing the position to 83,215 shares worth $2.64M. The position accounts for 0.82% of the portfolio, ranked #33.

Forefront Wealth Partners first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Forefront Wealth Partners held 83,215 shares of Schwab US Dividend Equity ETF worth $2.64M as of Q2 2026.
Forefront Wealth Partners bought 24,922 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $791K.
Schwab US Dividend Equity ETF made up 0.82% of Forefront Wealth Partners's portfolio in Q2 2026, its #33 holding.
Forefront Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.