Keystone Wealth Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Keystone Wealth Services’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	$834K	Buy	26,291 +3,260	+14%	+$103K	0.15%	144
2026 Q1	$707K	Buy	23,031 +2,503	+12%	+$75.9K	0.15%	152
2025 Q4	$563K	Buy	20,528 +2,814	+16%	+$76.5K	0.12%	137
2025 Q3	$484K	Sell	17,714 -444	-2%	-$12.1K	0.11%	184
2025 Q2	$481K	Buy	18,158 +3,305	+22%	+$86.3K	0.12%	176
2025 Q1	$415K	Buy	14,853 +133	+0.9%	+$3.71K	0.11%	170
2024 Q4	$402K	Buy	14,720 +1,277	+9%	+$36.3K	0.11%	171
2024 Q3	$379K	Buy	13,443 +1,431	+12%	+$39K	0.1%	174
2024 Q2	$311K	Buy	+12,012	New	+$313K	0.1%	173
2023 Q1	–	Sell	-8,247	Closed	-$208K	–	198
2022 Q4	$208K	Buy	+8,247	New	+$204K	0.09%	178
2022 Q2	–	Sell	-7,836	Closed	-$206K	–	183
2022 Q1	$206K	Buy	+7,836	New	+$205K	0.08%	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 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

Keystone Wealth Services's SCHD Position: Q2 2026 in Review

Keystone Wealth Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q2 2026, buying an estimated $103K and bringing the position to 26,291 shares worth $834K. The position accounts for 0.15% of the portfolio, ranked #144.

Keystone Wealth Services first reported a position in SCHD in Q1 2022 and has held it in 11 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Keystone Wealth Services held 26,291 shares of Schwab US Dividend Equity ETF worth $834K as of Q2 2026.
Keystone Wealth Services bought 3,260 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $103K.
Schwab US Dividend Equity ETF made up 0.15% of Keystone Wealth Services's portfolio in Q2 2026, its #144 holding.
Keystone Wealth Services first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 11 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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