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

Gen-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 		$31.4K Buy
990
+923
+1,378% +$29.3K 0.01% 456
2026
Q1 		$2.06K Buy
67
+64
+2,133% +$1.94K ﹤0.01% 642
2025
Q4 		$82 Buy
+3
New +$82 ﹤0.01% 687

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Gen-Wealth Partners's SCHD Position: Q2 2026 in Review

Gen-Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 1,378% in Q2 2026, buying an estimated $29.3K and bringing the position to 990 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #456.

Gen-Wealth Partners first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Gen-Wealth Partners held 990 shares of Schwab US Dividend Equity ETF worth $31.4K as of Q2 2026.
  • Gen-Wealth Partners bought 923 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $29.3K.
  • Schwab US Dividend Equity ETF made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #456 holding.
  • Gen-Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.