JWWM
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Johnson & White Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Johnson & White Wealth Management’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 		$10.6M Buy
333,090
+7,920
+2% +$251K 3.95% 6
2026
Q1 		$9.98M Buy
325,170
+10,612
+3% +$322K 4.22% 6
2025
Q4 		$8.63M Buy
314,558
+5,738
+2% +$156K 3.76% 6
2025
Q3 		$8.43M Buy
308,820
+16,209
+6% +$442K 3.86% 5
2025
Q2 		$7.75M Buy
292,611
+16,233
+6% +$424K 3.91% 6
2025
Q1 		$7.73M Buy
276,378
+20,306
+8% +$566K 4.34% 5
2024
Q4 		$6.98M Buy
+256,072
New +$7.28M 4.22% 4
2024
Q2 		– Sell
-222,705
Closed -$5.99M – 81
2024
Q1 		$5.99M Buy
222,705
+14,157
+7% +$366K 4.36% 5
2023
Q4 		$5.29M Sell
208,548
-37,026
-15% -$882K 4.39% 5
2023
Q3 		$5.79M Buy
+245,574
New +$6.03M 5.24% 3
2023
Q2 		– Sell
-248,571
Closed -$6.06M – 67
2023
Q1 		$6.06M Buy
248,571
+134,424
+118% +$3.36M 5.4% 3
2022
Q4 		$2.03M Sell
114,147
-107,529
-49% -$2.65M 2.04% 15
2022
Q3 		$4.91M Buy
+221,676
New +$5.39M 5.54% 4

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Johnson & White Wealth Management's SCHD Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.4% in Q2 2026, buying an estimated $251K and bringing the position to 333,090 shares worth $10.6M. The position accounts for 3.95% of the portfolio, ranked #6.

Johnson & White Wealth Management first reported a position in SCHD in Q3 2022 and has held it in 13 quarters since. 693 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Johnson & White Wealth Management held 333,090 shares of Schwab US Dividend Equity ETF worth $10.6M as of Q2 2026.
  • Johnson & White Wealth Management bought 7,920 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $251K.
  • Schwab US Dividend Equity ETF made up 3.95% of Johnson & White Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Johnson & White Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 13 quarters since.
  • 693 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.