Kiley Juergens Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.3M | Buy |
578,519
+733
| +0.1% | +$23.3K | 2.87% | 11 |
|
|
2026
Q1 | $17.7M | Buy |
577,786
+1,458
| +0.3% | +$44.2K | 3.13% | 9 |
|
|
2025
Q4 | $15.8M | Buy |
576,328
+20,556
| +4% | +$559K | 3.42% | 10 |
|
|
2025
Q3 | $15.2M | Sell |
555,772
-4,480
| -0.8% | -$122K | 3.34% | 11 |
|
|
2025
Q2 | $14.8M | Buy |
560,252
+21,192
| +4% | +$553K | 3.43% | 9 |
|
|
2025
Q1 | $15.1M | Buy |
539,060
+27,798
| +5% | +$775K | 4.01% | 8 |
|
|
2024
Q4 | $14M | Buy |
511,262
+15,476
| +3% | +$440K | 3.5% | 8 |
|
|
2024
Q3 | $14M | Buy |
495,786
+33,630
| +7% | +$916K | 3.63% | 8 |
|
|
2024
Q2 | $12M | Buy |
462,156
+39,429
| +9% | +$1.03M | 3.33% | 10 |
|
|
2024
Q1 | $11.4M | Buy |
422,727
+32,796
| +8% | +$847K | 3.51% | 9 |
|
|
2023
Q4 | $9.9M | Buy |
389,931
+21,057
| +6% | +$502K | 3.31% | 9 |
|
|
2023
Q3 | $8.7M | Buy |
368,874
+9,072
| +3% | +$223K | 3.14% | 10 |
|
|
2023
Q2 | $8.71M | Buy |
359,802
+14,217
| +4% | +$340K | 3% | 9 |
|
|
2023
Q1 | $8.43M | Buy |
345,585
+14,289
| +4% | +$357K | 3.15% | 9 |
|
|
2022
Q4 | $8.34M | Buy |
331,296
+7,404
| +2% | +$183K | 3.5% | 7 |
|
|
2022
Q3 | $7.17M | Buy |
323,892
+23,379
| +8% | +$568K | 3.37% | 8 |
|
|
2022
Q2 | $7.17M | Buy |
300,513
+165,828
| +123% | +$4.22M | 3.4% | 9 |
|
|
2022
Q1 | $3.54M | Sell |
134,685
-118,872
| -47% | -$3.11M | 1.71% | 17 |
|
|
2021
Q4 | $6.83M | Buy |
253,557
+15,648
| +7% | +$407K | 2.59% | 9 |
|
|
2021
Q3 | $5.89M | Buy |
237,909
+23,733
| +11% | +$603K | 2.58% | 9 |
|
|
2021
Q2 | $5.4M | Buy |
214,176
+29,091
| +16% | +$735K | 2.47% | 9 |
|
|
2021
Q1 | $4.5M | Buy |
185,085
+30,135
| +19% | +$685K | 2.35% | 10 |
|
|
2020
Q4 | $3.31M | Buy |
154,950
+12,390
| +9% | +$251K | 1.96% | 11 |
|
|
2020
Q3 | $2.63M | Buy |
142,560
+16,020
| +13% | +$295K | 1.92% | 10 |
|
|
2020
Q2 | $2.18M | Buy |
126,540
+51,276
| +68% | +$866K | 1.82% | 11 |
|
|
2020
Q1 | $1.13M | Buy |
75,264
+43,521
| +137% | +$781K | 1.16% | 21 |
|
|
2019
Q4 | $612K | Buy |
31,743
+351
| +1% | +$6.58K | 0.54% | 34 |
|
|
2019
Q3 | $573K | Buy |
31,392
+204
| +0.7% | +$3.65K | 0.63% | 31 |
|
|
2019
Q2 | $551K | Buy |
+31,188
| New | +$549K | 0.62% | 32 |
|
|
2018
Q4 | – | Sell |
-16,194
| Closed | -$286K | – | 524 |
|
|
2018
Q3 | $286K | Buy |
16,194
+4,785
| +42% | +$82.8K | 0.21% | 76 |
|
|
2018
Q2 | $187K | Buy |
+11,409
| New | +$188K | 0.17% | 85 |
|
|
2018
Q1 | – | Sell |
-10,230
| Closed | -$174K | – | 502 |
|
|
2017
Q4 | $174K | Buy |
+10,230
| New | +$168K | 0.16% | 85 |
|
Other funds holding SCHD
SLI
RIM
WANY
Kiley Juergens Wealth Management's SCHD Position: Q2 2026 in Review
Kiley Juergens Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.13% in Q2 2026, buying an estimated $23.3K and bringing the position to 578,519 shares worth $18.3M. The position accounts for 2.87% of the portfolio, ranked #11.
Kiley Juergens Wealth Management first reported a position in SCHD in Q4 2017 and has held it in 32 quarters since. 2,141 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.
- Kiley Juergens Wealth Management held 578,519 shares of Schwab US Dividend Equity ETF worth $18.3M as of Q2 2026.
- Kiley Juergens Wealth Management bought 733 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $23.3K.
- Schwab US Dividend Equity ETF made up 2.87% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #11 holding.
- Kiley Juergens Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 32 quarters since.
- 2,141 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.
Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.