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

Greenhouse 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	$342K	Sell	10,800 -13,125	-55%	-$416K	0.24%	34
2026 Q1	$734K	Buy	23,925 +89	+0.4%	+$2.7K	0.45%	28
2025 Q4	$654K	Sell	23,836 -1,429	-6%	-$38.9K	0.39%	31
2025 Q3	$690K	Sell	25,265 -472	-2%	-$12.9K	0.41%	31
2025 Q2	$682K	Sell	25,737 -464	-2%	-$12.1K	0.44%	29
2025 Q1	$733K	Buy	26,201 +96	+0.4%	+$2.68K	0.55%	23
2024 Q4	$713K	Sell	26,105 -3,439	-12%	-$97.8K	0.47%	30
2024 Q3	$832K	Buy	29,544 +243	+0.8%	+$6.62K	0.56%	25
2024 Q2	$760K	Hold	29,301	–	–	0.55%	27
2024 Q1	$788K	Sell	29,301 -909	-3%	-$23.5K	0.59%	25
2023 Q4	$767K	Sell	30,210 -3,420	-10%	-$81.5K	0.62%	22
2023 Q3	$793K	Buy	33,630 +66	+0.2%	+$1.62K	0.71%	20
2023 Q2	$812K	Sell	33,564 -219	-0.6%	-$5.23K	0.72%	20
2023 Q1	$824K	Buy	33,783 +243	+0.7%	+$6.08K	0.78%	19
2022 Q4	$845K	Buy	+33,540	New	+$828K	0.85%	18

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

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

Greenhouse Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 55% in Q2 2026, selling an estimated $416K and leaving 10,800 shares worth $342K. The position accounts for 0.24% of the portfolio, ranked #34.

Greenhouse Wealth Management first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $845K in Q4 2022. 2,141 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Greenhouse Wealth Management held 10,800 shares of Schwab US Dividend Equity ETF worth $342K as of Q2 2026.
Greenhouse Wealth Management sold 13,125 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $416K.
Schwab US Dividend Equity ETF made up 0.24% of Greenhouse Wealth Management's portfolio in Q2 2026, its #34 holding.
Greenhouse Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
Greenhouse Wealth Management's Schwab US Dividend Equity ETF position peaked at $845K in Q4 2022.
2,141 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Greenhouse Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.