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

Jupiter 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	$1.43M	Hold	45,000	–	–	0.57%	34
2026 Q1	$1.43M	Hold	45,000	–	–	0.56%	37
2025 Q4	$1.41M	Buy	45,000 +30,000	+200%	+$816K	0.63%	38
2025 Q3	$410K	Buy	+15,000	New	+$409K	0.19%	66
2024 Q4	–	Sell	-15,000	Closed	-$423K	–	96
2024 Q3	$423K	Buy	15,000 +9,000	+150%	+$245K	0.22%	69
2024 Q2	$165K	Buy	+6,000	New	+$156K	0.09%	82

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

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

Jupiter Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 45,000 shares worth $1.43M. The position accounts for 0.57% of the portfolio, ranked #34.

Jupiter Wealth Management first reported a position in SCHD in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.43M in Q1 2026. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Jupiter Wealth Management held 45,000 shares of Schwab US Dividend Equity ETF worth $1.43M as of Q2 2026.
Jupiter Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.57% of Jupiter Wealth Management's portfolio in Q2 2026, its #34 holding.
Jupiter Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 6 quarters since.
Jupiter Wealth Management's Schwab US Dividend Equity ETF position peaked at $1.43M in Q1 2026.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.