Jamison Private Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Jamison Private Wealth Management's SCHD Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.32% in Q2 2026, buying an estimated $857 and bringing the position to 8,396 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #204.

Jamison Private Wealth Management first reported a position in SCHD in Q3 2023 and has held it in 9 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

• Jamison Private Wealth Management held 8,396 shares of Schwab US Dividend Equity ETF worth $266K as of Q2 2026.
• Jamison Private Wealth Management bought 27 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $857.
• Schwab US Dividend Equity ETF made up 0.03% of Jamison Private Wealth Management's portfolio in Q2 2026, its #204 holding.
• Jamison Private Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 9 quarters since.
• 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.