Fourth Dimension Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fourth Dimension Wealth’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	$21.8K	Hold	687	–	–	0.01%	373
2026 Q1	$21.1K	Hold	687	–	–	0.01%	312
2025 Q4	$18.8K	Hold	687	–	–	0.01%	338
2025 Q3	$18.8K	Hold	687	–	–	0.01%	335
2025 Q2	$18.2K	Sell	687 -200	-23%	-$5.22K	0.01%	337
2025 Q1	$24.8K	Buy	887 +50	+6%	+$1.39K	0.01%	292
2024 Q4	$22.9K	Buy	+837	New	+$23.8K	0.01%	303

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

Fourth Dimension Wealth's SCHD Position: Q2 2026 in Review

Fourth Dimension Wealth held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 687 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #373.

Fourth Dimension Wealth first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.8K in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Fourth Dimension Wealth held 687 shares of Schwab US Dividend Equity ETF worth $21.8K as of Q2 2026.
Fourth Dimension Wealth left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #373 holding.
Fourth Dimension Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's Schwab US Dividend Equity ETF position peaked at $24.8K in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.