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

Kingsview 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	$16.1M	Buy	506,762 +63,281	+14%	+$2.01M	0.19%	102
2026 Q1	$13.6M	Buy	443,481 +1,512	+0.3%	+$45.9K	0.19%	107
2025 Q4	$12.1M	Sell	441,969 -8,253	-2%	-$224K	0.17%	110
2025 Q3	$12.3M	Sell	450,222 -86,069	-16%	-$2.35M	0.19%	100
2025 Q2	$14.2M	Buy	536,291 +44,542	+9%	+$1.16M	0.24%	72
2025 Q1	$13.7M	Buy	491,749 +69,128	+16%	+$1.93M	0.26%	69
2024 Q4	$11.5M	Buy	422,621 +110,201	+35%	+$3.13M	0.22%	81
2024 Q3	$8.8M	Buy	312,420 +51,081	+20%	+$1.39M	0.19%	114
2024 Q2	$6.77M	Buy	261,339 +47,751	+22%	+$1.24M	0.16%	142
2024 Q1	$5.74M	Buy	213,588 +3,567	+2%	+$92.2K	0.14%	159
2023 Q4	$5.33M	Buy	210,021 +59,217	+39%	+$1.41M	0.16%	149
2023 Q3	$3.56M	Buy	150,804 +50,295	+50%	+$1.23M	0.13%	184
2023 Q2	$2.43M	Buy	100,509 +20,130	+25%	+$481K	0.1%	216
2023 Q1	$1.96M	Buy	80,379 +26,871	+50%	+$672K	0.08%	244
2022 Q4	$1.35M	Buy	53,508 +21,426	+67%	+$529K	0.06%	292
2022 Q3	$710K	Sell	32,082 -153	-0.5%	-$3.72K	0.03%	417
2022 Q2	$770K	Sell	32,235 -4,926	-13%	-$125K	0.04%	430
2022 Q1	$977K	Buy	37,161 +5,364	+17%	+$140K	0.04%	399
2021 Q4	$857K	Buy	31,797 +3,840	+14%	+$99.8K	0.04%	446
2021 Q3	$692K	Buy	27,957 +9,258	+50%	+$235K	0.03%	473
2021 Q2	$474K	Sell	18,699 -3,621	-16%	-$91.4K	0.02%	567
2021 Q1	$546K	Sell	22,320 -738	-3%	-$16.8K	0.03%	490
2020 Q4	$493K	Sell	23,058 -10,020	-30%	-$203K	0.04%	448
2020 Q3	$610K	Buy	33,078 +12,432	+60%	+$229K	0.05%	321
2020 Q2	$356K	Sell	20,646 -1,077	-5%	-$18.2K	0.04%	405
2020 Q1	$326K	Buy	21,723 +1,716	+9%	+$30.8K	0.04%	340
2019 Q4	$386K	Sell	20,007 -4,248	-18%	-$79.6K	0.05%	330
2019 Q3	$443K	Sell	24,255 -336	-1%	-$6.01K	0.07%	279
2019 Q2	$435K	Sell	24,591 -44,748	-65%	-$787K	0.07%	263
2019 Q1	$1.21M	Sell	69,339 -7,017	-9%	-$118K	0.18%	148
2018 Q4	$1.2M	Sell	76,356 -4,347	-5%	-$72.4K	0.26%	117
2018 Q3	$1.43M	Buy	80,703 +4,239	+6%	+$73.4K	0.29%	109
2018 Q2	$1.26M	Buy	76,464 +8,865	+13%	+$146K	0.3%	106
2018 Q1	$1.1M	Buy	67,599 +2,952	+5%	+$50.3K	0.27%	107
2017 Q4	$1.1M	Buy	64,647 +4,932	+8%	+$81K	0.39%	73
2017 Q3	$932K	Sell	59,715 -5,238	-8%	-$80.1K	0.41%	70
2017 Q2	$976K	Sell	64,953 -4,416	-6%	-$66.3K	0.5%	59
2017 Q1	$1.03M	Buy	+69,369	New	+$1.02M	0.61%	48

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

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

Kingsview Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q2 2026, buying an estimated $2.01M and bringing the position to 506,762 shares worth $16.1M. The position accounts for 0.19% of the portfolio, ranked #102.

Kingsview Wealth Management first reported a position in SCHD in Q1 2017 and has held it in 38 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Kingsview Wealth Management held 506,762 shares of Schwab US Dividend Equity ETF worth $16.1M as of Q2 2026.
Kingsview Wealth Management bought 63,281 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.01M.
Schwab US Dividend Equity ETF made up 0.19% of Kingsview Wealth Management's portfolio in Q2 2026, its #102 holding.
Kingsview Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2017 and has held it in 38 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.