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

Global 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	$19.9M	Buy	628,850 +10,815	+2%	+$343K	10.15%	4
2026 Q1	$19M	Sell	618,035 -49,297	-7%	-$1.5M	10.34%	4
2025 Q4	$18.3M	Sell	667,332 -41,524	-6%	-$1.13M	9.85%	4
2025 Q3	$19.4M	Sell	708,856 -1,817	-0.3%	-$49.6K	10.16%	5
2025 Q2	$19.4M	Buy	710,673 +20,994	+3%	+$548K	10.64%	5
2025 Q1	$19.3M	Buy	689,679 +444	+0.1%	+$12.4K	11.13%	4
2024 Q4	$18.8M	Sell	689,235 -3,456	-0.5%	-$98.2K	12.02%	4
2024 Q3	$19.5M	Buy	+692,691	New	+$18.9M	13.2%	2

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Global Wealth Management's SCHD Position: Q2 2026 in Review

Global Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q2 2026, buying an estimated $343K and bringing the position to 628,850 shares worth $19.9M. The position accounts for 10.15% of the portfolio, ranked #4.

Global Wealth Management first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. 604 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Global Wealth Management held 628,850 shares of Schwab US Dividend Equity ETF worth $19.9M as of Q2 2026.
Global Wealth Management bought 10,815 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $343K.
Schwab US Dividend Equity ETF made up 10.15% of Global Wealth Management's portfolio in Q2 2026, its #4 holding.
Global Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
604 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.