Kingswood Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Kingswood Wealth Advisors’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	$12M	Sell	378,246 -21,439	-5%	-$680K	0.48%	35
2026 Q1	$12.3M	Buy	399,685 +77,568	+24%	+$2.35M	0.58%	30
2025 Q4	$8.84M	Buy	322,117 +39,996	+14%	+$1.09M	0.43%	40
2025 Q3	$7.7M	Buy	282,121 +225,851	+401%	+$6.16M	0.47%	37
2025 Q2	$1.49M	Sell	56,270 -6,734	-11%	-$176K	0.12%	187
2025 Q1	$1.76M	Sell	63,004 -5,554	-8%	-$155K	0.16%	152
2024 Q4	$1.87M	Sell	68,558 -221,704	-76%	-$6.3M	0.14%	158
2024 Q3	$8.18M	Buy	290,262 +233,103	+408%	+$6.35M	0.58%	27
2024 Q2	$1.48M	Buy	57,159 +7,026	+14%	+$183K	0.13%	158
2024 Q1	$1.35M	Sell	50,133 -762	-1%	-$19.7K	0.16%	155
2023 Q4	$1.29M	Buy	50,895 +10,419	+26%	+$248K	0.15%	159
2023 Q3	$955K	Buy	+40,476	New	+$993K	0.16%	149

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

Kingswood Wealth Advisors's SCHD Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.4% in Q2 2026, selling an estimated $680K and leaving 378,246 shares worth $12M. The position accounts for 0.48% of the portfolio, ranked #35.

Kingswood Wealth Advisors first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.3M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Kingswood Wealth Advisors held 378,246 shares of Schwab US Dividend Equity ETF worth $12M as of Q2 2026.
Kingswood Wealth Advisors sold 21,439 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $680K.
Schwab US Dividend Equity ETF made up 0.48% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Kingswood Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $12.3M in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.