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Graves Light Lenhart Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Graves Light Lenhart 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 		$21.1M Sell
666,565
-6,532
-1% -$207K 1.97% 20
2026
Q1 		$20.7M Buy
673,097
+183
+0% +$5.55K 2.15% 15
2025
Q4 		$18.5M Buy
672,914
+38,126
+6% +$1.04M 1.96% 15
2025
Q3 		$17.3M Buy
634,788
+9,773
+2% +$267K 1.92% 15
2025
Q2 		$16.6M Buy
625,015
+14,515
+2% +$379K 1.97% 14
2025
Q1 		$17.1M Buy
610,500
+2,730
+0.4% +$76.1K 2.1% 14
2024
Q4 		$16.6M Buy
607,770
+4,902
+0.8% +$139K 2.06% 14
2024
Q3 		$17M Sell
602,868
-90,210
-13% -$2.46M 2.09% 14
2024
Q2 		$17.9M Buy
693,078
+15,615
+2% +$406K 2.05% 16
2024
Q1 		$18.2M Buy
677,463
+38,199
+6% +$987K 2.11% 14
2023
Q4 		$16.2M Buy
639,264
+3,459
+0.5% +$82.4K 2.02% 14
2023
Q3 		$14.8M Buy
635,805
+13,041
+2% +$320K 2% 14
2023
Q2 		$15.1M Buy
622,764
+44,229
+8% +$1.06M 2.04% 14
2023
Q1 		$14.1M Buy
578,535
+28,584
+5% +$715K 2.18% 13
2022
Q4 		$13.8M Buy
549,951
+27,570
+5% +$681K 2.13% 14
2022
Q3 		$11.6M Buy
522,381
+6,612
+1% +$161K 1.93% 15
2022
Q2 		$12.3M Buy
515,769
+44,073
+9% +$1.12M 1.88% 15
2022
Q1 		$12.4M Buy
471,696
+38,673
+9% +$1.01M 1.73% 16
2021
Q4 		$11.7M Buy
433,023
+163,554
+61% +$4.25M 1.66% 15
2021
Q3 		$6.67M Buy
269,469
+10,176
+4% +$259K 1.05% 26
2021
Q2 		$6.54M Buy
259,293
+3,189
+1% +$80.5K 1.05% 27
2021
Q1 		$6.22M Buy
256,104
+12,702
+5% +$289K 1.07% 25
2020
Q4 		$5.2M Buy
243,402
+9,105
+4% +$185K 0.97% 29
2020
Q3 		$4.32M Buy
234,297
+19,461
+9% +$358K 0.96% 32
2020
Q2 		$3.71M Buy
214,836
+166,077
+341% +$2.8M 0.87% 36
2020
Q1 		$731K Buy
+48,759
New +$875K 0.2% 69

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Graves Light Lenhart Wealth's SCHD Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.97% in Q2 2026, selling an estimated $207K and leaving 666,565 shares worth $21.1M. The position accounts for 1.97% of the portfolio, ranked #20.

Graves Light Lenhart Wealth first reported a position in SCHD in Q1 2020 and has held it in 26 quarters since. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Graves Light Lenhart Wealth held 666,565 shares of Schwab US Dividend Equity ETF worth $21.1M as of Q2 2026.
  • Graves Light Lenhart Wealth sold 6,532 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $207K.
  • Schwab US Dividend Equity ETF made up 1.97% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #20 holding.
  • Graves Light Lenhart Wealth first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 26 quarters since.
  • 411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.