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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

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

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. 2,138 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.
  • 2,138 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.