KMWM
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Keudell/Morrison Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Keudell/Morrison 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 		$53.6M Buy
1,690,577
+159,943
+10% +$5.07M 10.13% 1
2026
Q1 		$47M Sell
1,530,634
-65,184
-4% -$1.98M 9.6% 1
2025
Q4 		$43.8M Buy
+1,595,818
New +$43.4M 9.2% 2
2025
Q2 		$31.1M Buy
1,172,084
+319,041
+37% +$8.33M 6.89% 3
2025
Q1 		$23.9M Buy
853,043
+51,286
+6% +$1.43M 5.63% 4
2024
Q4 		$21.9M Buy
801,757
+51,715
+7% +$1.47M 5.71% 1
2024
Q3 		$21.1M Buy
750,042
+100,197
+15% +$2.73M 5.74% 2
2024
Q2 		$16.8M Buy
649,845
+127,875
+24% +$3.33M 4.93% 3
2024
Q1 		$14M Buy
521,970
+46,929
+10% +$1.21M 4.25% 4
2023
Q4 		$12.1M Buy
475,041
+9,447
+2% +$225K 3.98% 6
2023
Q3 		$11M Sell
465,594
-21,807
-4% -$535K 3.35% 8
2023
Q2 		$11.8M Buy
487,401
+27,762
+6% +$663K 3.4% 8
2023
Q1 		$11.2M Buy
459,639
+343,824
+297% +$8.6M 3.3% 8
2022
Q4 		$2.92M Buy
115,815
+68,307
+144% +$1.69M 0.94% 18
2022
Q3 		$1.05M Buy
47,508
+26,610
+127% +$646K 0.39% 49
2022
Q2 		$499K Buy
20,898
+9,480
+83% +$241K 0.18% 95
2022
Q1 		$300K Buy
11,418
+2,793
+32% +$73.1K 0.13% 142
2021
Q4 		$232K Buy
+8,625
New +$224K 0.09% 169

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Keudell/Morrison Wealth Management's SCHD Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 10% in Q2 2026, buying an estimated $5.07M and bringing the position to 1,690,577 shares worth $53.6M. The position accounts for 10.13% of the portfolio, ranked #1.

Keudell/Morrison Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 18 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Keudell/Morrison Wealth Management held 1,690,577 shares of Schwab US Dividend Equity ETF worth $53.6M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 159,943 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5.07M.
  • Schwab US Dividend Equity ETF made up 10.13% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Keudell/Morrison Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.