Foster Victor Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Foster Victor 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	$1.89M	Buy	58,702 +24,733	+73%	+$785K	0.1%	120
2026 Q1	$1.04M	Sell	33,969 -322,210	-90%	-$9.77M	0.06%	128
2025 Q4	$10.3M	Buy	356,179 +340,396	+2,157%	+$9.26M	0.6%	67
2025 Q3	$433K	Buy	+15,783	New	+$431K	0.03%	159
2025 Q1	–	Sell	-54,729	Closed	-$1.53M	–	204
2024 Q4	$1.53M	Buy	+54,729	New	+$1.56M	0.12%	103
2023 Q1	–	Sell	-13,755	Closed	-$356K	–	172
2022 Q4	$356K	Buy	+13,755	New	+$340K	0.05%	114

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

Foster Victor Wealth Advisors's SCHD Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 73% in Q2 2026, buying an estimated $785K and bringing the position to 58,702 shares worth $1.89M. The position accounts for 0.1% of the portfolio, ranked #120.

Foster Victor Wealth Advisors first reported a position in SCHD in Q4 2022 and has held it in 6 quarters since. The position peaked at $10.3M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Foster Victor Wealth Advisors held 58,702 shares of Schwab US Dividend Equity ETF worth $1.89M as of Q2 2026.
Foster Victor Wealth Advisors bought 24,733 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $785K.
Schwab US Dividend Equity ETF made up 0.1% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #120 holding.
Foster Victor Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 6 quarters since.
Foster Victor Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $10.3M in Q4 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.