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

Insight 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	$1.16M	Sell	36,710 -507	-1%	-$16.1K	0.16%	54
2026 Q1	$1.14M	Sell	37,217 -606	-2%	-$18.4K	0.16%	48
2025 Q4	$1.04M	Buy	37,823 +536	+1%	+$14.6K	0.14%	48
2025 Q3	$1.02M	Buy	37,287 +1,403	+4%	+$38.3K	0.31%	45
2025 Q2	$951K	Buy	35,884 +5,406	+18%	+$141K	0.37%	44
2025 Q1	$852K	Sell	30,478 -2,014	-6%	-$56.1K	0.14%	48
2024 Q4	$888K	Sell	32,492 -4,915	-13%	-$140K	0.12%	44
2024 Q3	$1.05M	Buy	37,407 +4,872	+15%	+$133K	0.21%	41
2024 Q2	$843K	Buy	32,535 +4,113	+14%	+$107K	0.15%	38
2024 Q1	$764K	Buy	28,422 +9,276	+48%	+$240K	0.13%	42
2023 Q4	$486K	Buy	19,146 +4,806	+34%	+$115K	0.08%	54
2023 Q3	$338K	Hold	14,340	–	–	0.07%	56
2023 Q2	$347K	Hold	14,340	–	–	0.08%	57
2023 Q1	$350K	Hold	14,340	–	–	0.08%	46
2022 Q4	$361K	Hold	14,340	–	–	0.27%	39
2022 Q3	$318K	Hold	14,340	–	–	0.3%	44
2022 Q2	$342K	Hold	14,340	–	–	0.26%	43
2022 Q1	$377K	Hold	14,340	–	–	0.21%	47
2021 Q4	$386K	Hold	14,340	–	–	0.07%	57
2021 Q3	$355K	Hold	14,340	–	–	0.19%	45
2021 Q2	$361K	Sell	14,340 -390	-3%	-$9.85K	0.19%	43
2021 Q1	$358K	Buy	+14,730	New	+$335K	0.18%	41

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

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

Insight Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.4% in Q2 2026, selling an estimated $16.1K and leaving 36,710 shares worth $1.16M. The position accounts for 0.16% of the portfolio, ranked #54.

Insight Wealth Partners first reported a position in SCHD in Q1 2021 and has held it in 22 quarters since. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Insight Wealth Partners held 36,710 shares of Schwab US Dividend Equity ETF worth $1.16M as of Q2 2026.
Insight Wealth Partners sold 507 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $16.1K.
Schwab US Dividend Equity ETF made up 0.16% of Insight Wealth Partners's portfolio in Q2 2026, its #54 holding.
Insight Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 22 quarters since.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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