Journey Beyond Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Journey Beyond Wealth’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	$2.85M	Sell	89,866 -1,843	-2%	-$58.5K	2.23%	15
2026 Q1	$2.81M	Sell	91,709 -270	-0.3%	-$8.19K	2.42%	14
2025 Q4	$2.52M	Buy	+91,979	New	+$2.5M	2.01%	15
2025 Q3	–	Sell	-49,893	Closed	-$1.32M	–	31
2025 Q2	$1.32M	Sell	49,893 -143,349	-74%	-$3.74M	1.12%	16
2025 Q1	$5.4M	Buy	193,242 +9,943	+5%	+$277K	5.05%	7
2024 Q4	$5.01M	Buy	+183,299	New	+$5.21M	4.71%	7

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Journey Beyond Wealth's SCHD Position: Q2 2026 in Review

Journey Beyond Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2% in Q2 2026, selling an estimated $58.5K and leaving 89,866 shares worth $2.85M. The position accounts for 2.23% of the portfolio, ranked #15.

Journey Beyond Wealth first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.4M in Q1 2025. 1,638 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Journey Beyond Wealth held 89,866 shares of Schwab US Dividend Equity ETF worth $2.85M as of Q2 2026.
Journey Beyond Wealth sold 1,843 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $58.5K.
Schwab US Dividend Equity ETF made up 2.23% of Journey Beyond Wealth's portfolio in Q2 2026, its #15 holding.
Journey Beyond Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
Journey Beyond Wealth's Schwab US Dividend Equity ETF position peaked at $5.4M in Q1 2025.
1,638 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.