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

FSB Premier 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	$758K	Buy	23,895 +89	+0.4%	+$2.82K	0.21%	117
2026 Q1	$730K	Sell	23,806 -504	-2%	-$15.3K	0.23%	107
2025 Q4	$667K	Sell	24,310 -1,538	-6%	-$41.8K	0.21%	115
2025 Q3	$706K	Buy	25,848 +4,545	+21%	+$124K	0.23%	107
2025 Q2	$565K	Sell	21,303 -108	-0.5%	-$2.82K	0.2%	121
2025 Q1	$599K	Sell	21,411 -1,236	-5%	-$34.5K	0.23%	115
2024 Q4	$619K	Sell	22,647 -654	-3%	-$18.6K	0.25%	103
2024 Q3	$657K	Sell	23,301 -435	-2%	-$11.9K	0.27%	97
2024 Q2	$615K	Sell	23,736 -930	-4%	-$24.2K	0.28%	83
2024 Q1	$663K	Sell	24,666 -252	-1%	-$6.51K	0.31%	73
2023 Q4	$632K	Buy	24,918 +546	+2%	+$13K	0.32%	68
2023 Q3	$575K	Sell	24,372 -180	-0.7%	-$4.42K	0.32%	70
2023 Q2	$594K	Sell	24,552 -90	-0.4%	-$2.15K	0.32%	69
2023 Q1	$601K	Buy	24,642 +624	+3%	+$15.6K	0.33%	67
2022 Q4	$605K	Buy	24,018 +2,970	+14%	+$73.3K	0.33%	67
2022 Q3	$466K	Buy	+21,048	New	+$511K	0.27%	75

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

FSB Premier Wealth Management's SCHD Position: Q2 2026 in Review

FSB Premier Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.37% in Q2 2026, buying an estimated $2.82K and bringing the position to 23,895 shares worth $758K. The position accounts for 0.21% of the portfolio, ranked #117.

FSB Premier Wealth Management first reported a position in SCHD in Q3 2022 and has held it in 16 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

FSB Premier Wealth Management held 23,895 shares of Schwab US Dividend Equity ETF worth $758K as of Q2 2026.
FSB Premier Wealth Management bought 89 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.82K.
Schwab US Dividend Equity ETF made up 0.21% of FSB Premier Wealth Management's portfolio in Q2 2026, its #117 holding.
FSB Premier Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 16 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.