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

Insight Wealth Strategies’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	$227K	Hold	7,118	–	–	0.02%	174
2026 Q1	$218K	Buy	+7,118	New	+$216K	0.02%	171
2024 Q4	–	Sell	-7,110	Closed	-$200K	–	171
2024 Q3	$200K	Buy	+7,110	New	+$194K	0.03%	159
2023 Q2	–	Sell	-15,840	Closed	-$386K	–	140
2023 Q1	$386K	Buy	15,840 +81	+0.5%	+$2.02K	0.08%	119
2022 Q4	$397K	Sell	15,759 -3,486	-18%	-$86K	0.08%	113
2022 Q3	$460K	Hold	19,245	–	–	0.09%	115
2022 Q2	$460K	Buy	19,245 +9,756	+103%	+$248K	0.09%	115
2022 Q1	$249K	Buy	+9,489	New	+$248K	0.04%	144

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 Strategies's SCHD Position: Q2 2026 in Review

Insight Wealth Strategies held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 7,118 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #174.

Insight Wealth Strategies first reported a position in SCHD in Q1 2022 and has held it in 8 quarters since. The position peaked at $460K in Q3 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Insight Wealth Strategies held 7,118 shares of Schwab US Dividend Equity ETF worth $227K as of Q2 2026.
Insight Wealth Strategies left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.02% of Insight Wealth Strategies's portfolio in Q2 2026, its #174 holding.
Insight Wealth Strategies first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 8 quarters since.
Insight Wealth Strategies's Schwab US Dividend Equity ETF position peaked at $460K in Q3 2022.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.