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Innova Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Innova Wealth Partners’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 		$568K Buy
17,898
+5,052
+39% +$160K 0.23% 82
2026
Q1 		$394K Buy
+12,846
New +$390K 0.19% 89

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KFP
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APP
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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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Innova Wealth Partners's SCHD Position: Q2 2026 in Review

Innova Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 39% in Q2 2026, buying an estimated $160K and bringing the position to 17,898 shares worth $568K. The position accounts for 0.23% of the portfolio, ranked #82.

Innova Wealth Partners first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 1,068 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Innova Wealth Partners held 17,898 shares of Schwab US Dividend Equity ETF worth $568K as of Q2 2026.
  • Innova Wealth Partners bought 5,052 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $160K.
  • Schwab US Dividend Equity ETF made up 0.23% of Innova Wealth Partners's portfolio in Q2 2026, its #82 holding.
  • Innova Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,068 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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