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

JPL 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	$9.23K	Hold	291	–	–	﹤0.01%	610
2026 Q1	$8.93K	Buy	+291	New	+$8.83K	﹤0.01%	556
2025 Q4	–	Sell	-176,108	Closed	-$4.81M	–	936
2025 Q3	$4.81M	Sell	176,108 -1,563	-0.9%	-$42.6K	1.14%	31
2025 Q2	$4.71M	Buy	177,671 +3,684	+2%	+$96.2K	1.27%	25
2025 Q1	$4.86M	Buy	173,987 +9,078	+6%	+$253K	1.39%	20
2024 Q4	$4.51M	Buy	+164,909	New	+$4.69M	1.29%	22
2024 Q2	$1.65M	Buy	63,822 +14,448	+29%	+$376K	0.81%	61
2024 Q1	$1.33M	Buy	49,374 +690	+1%	+$17.8K	0.73%	63
2023 Q4	$1.24M	Buy	+48,684	New	+$1.16M	0.89%	56

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

JPL Wealth Management's SCHD Position: Q2 2026 in Review

JPL Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 291 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

JPL Wealth Management first reported a position in SCHD in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.86M in Q1 2025. 2,137 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

JPL Wealth Management held 291 shares of Schwab US Dividend Equity ETF worth $9.23K as of Q2 2026.
JPL Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #610 holding.
JPL Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 9 quarters since.
JPL Wealth Management's Schwab US Dividend Equity ETF position peaked at $4.86M in Q1 2025.
2,137 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.