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

Keebeck 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	$222K	Buy	6,985 +39	+0.6%	+$1.24K	0.02%	443
2026 Q1	$213K	Buy	+6,946	New	+$211K	0.02%	396
2025 Q4	–	Sell	-7,564	Closed	-$206K	–	382
2025 Q3	$206K	Sell	7,564 -480	-6%	-$13.1K	0.02%	349
2025 Q2	$213K	Buy	+8,044	New	+$210K	0.03%	322

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

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

Keebeck Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.56% in Q2 2026, buying an estimated $1.24K and bringing the position to 6,985 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #443.

Keebeck Wealth Management first reported a position in SCHD in Q2 2025 and has held it in 4 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Keebeck Wealth Management held 6,985 shares of Schwab US Dividend Equity ETF worth $222K as of Q2 2026.
Keebeck Wealth Management bought 39 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.24K.
Schwab US Dividend Equity ETF made up 0.02% of Keebeck Wealth Management's portfolio in Q2 2026, its #443 holding.
Keebeck Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 4 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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