Heritage Oak Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Heritage Oak Wealth Advisors’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	$569K	Buy	17,945 +1,553	+9%	+$49.3K	0.17%	52
2026 Q1	$503K	Sell	16,392 -427	-3%	-$13K	0.16%	42
2025 Q4	$461K	Sell	16,819 -624	-4%	-$17K	0.17%	52
2025 Q3	$476K	Buy	17,443 +286	+2%	+$7.8K	0.17%	46
2025 Q2	$455K	Buy	17,157 +733	+4%	+$19.1K	0.18%	51
2025 Q1	$459K	Buy	16,424 +245	+2%	+$6.83K	0.2%	49
2024 Q4	$442K	Buy	+16,179	New	+$460K	0.21%	45
2024 Q3	–	Sell	-21,663	Closed	-$562K	–	201
2024 Q2	$562K	Buy	+21,663	New	+$564K	0.28%	48

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Heritage Oak Wealth Advisors's SCHD Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 9.5% in Q2 2026, buying an estimated $49.3K and bringing the position to 17,945 shares worth $569K. The position accounts for 0.17% of the portfolio, ranked #52.

Heritage Oak Wealth Advisors first reported a position in SCHD in Q2 2024 and has held it in 8 quarters since. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Heritage Oak Wealth Advisors held 17,945 shares of Schwab US Dividend Equity ETF worth $569K as of Q2 2026.
Heritage Oak Wealth Advisors bought 1,553 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $49.3K.
Schwab US Dividend Equity ETF made up 0.17% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Heritage Oak Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 8 quarters since.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.