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

Heritage Wealth Architects’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	$1.04M	Sell	31,854 -4,560	-13%	-$145K	0.41%	33
2026 Q1	$1.16M	Buy	36,414 +2,876	+9%	+$87.2K	0.48%	29
2025 Q4	$977K	Sell	33,538 -5,114	-13%	-$139K	0.46%	32
2025 Q3	$1.06M	Buy	38,652 +1,132	+3%	+$30.9K	0.65%	26
2025 Q2	$994K	Buy	+37,520	New	+$980K	0.73%	25

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

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

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

Heritage Wealth Architects's SCHD Position: Q2 2026 in Review

Heritage Wealth Architects reduced its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q2 2026, selling an estimated $145K and leaving 31,854 shares worth $1.04M. The position accounts for 0.41% of the portfolio, ranked #33.

Heritage Wealth Architects first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q1 2026. 535 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Heritage Wealth Architects held 31,854 shares of Schwab US Dividend Equity ETF worth $1.04M as of Q2 2026.
Heritage Wealth Architects sold 4,560 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $145K.
Schwab US Dividend Equity ETF made up 0.41% of Heritage Wealth Architects's portfolio in Q2 2026, its #33 holding.
Heritage Wealth Architects first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
Heritage Wealth Architects's Schwab US Dividend Equity ETF position peaked at $1.16M in Q1 2026.
535 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.