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

FSM 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	$897K	Buy	28,294 +2,960	+12%	+$93.9K	0.1%	120
2026 Q1	$777K	Buy	25,334 +7	+0%	+$212	0.1%	116
2025 Q4	$695K	Sell	25,327 -506	-2%	-$13.8K	0.1%	122
2025 Q3	$705K	Sell	25,833 -354	-1%	-$9.66K	0.1%	123
2025 Q2	$709K	Buy	26,187 +2,765	+12%	+$72.2K	0.12%	114
2025 Q1	$655K	Buy	23,422 +75	+0.3%	+$2.09K	0.15%	88
2024 Q4	$650K	Buy	23,347 +532	+2%	+$15.1K	0.16%	84
2024 Q3	$643K	Hold	22,815	–	–	0.17%	80
2024 Q2	$591K	Hold	22,815	–	–	0.2%	77
2024 Q1	$613K	Hold	22,815	–	–	0.22%	74
2023 Q4	$579K	Hold	22,815	–	–	0.25%	74
2023 Q3	$538K	Hold	22,815	–	–	0.27%	72
2023 Q2	$557K	Hold	22,815	–	–	0.28%	75
2023 Q1	$556K	Hold	22,815	–	–	0.32%	69
2022 Q4	$574K	Hold	22,815	–	–	0.41%	62
2022 Q3	$505K	Buy	+22,815	New	+$554K	0.42%	64

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

FSM Wealth Advisors's SCHD Position: Q2 2026 in Review

FSM Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q2 2026, buying an estimated $93.9K and bringing the position to 28,294 shares worth $897K. The position accounts for 0.1% of the portfolio, ranked #120.

FSM Wealth Advisors first reported a position in SCHD in Q3 2022 and has held it in 16 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

FSM Wealth Advisors held 28,294 shares of Schwab US Dividend Equity ETF worth $897K as of Q2 2026.
FSM Wealth Advisors bought 2,960 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $93.9K.
Schwab US Dividend Equity ETF made up 0.1% of FSM Wealth Advisors's portfolio in Q2 2026, its #120 holding.
FSM Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 16 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.