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

Latko 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	$12.1M	Buy	382,593 +27,483	+8%	+$872K	5.15%	5
2026 Q1	$10.9M	Sell	355,110 -3,812	-1%	-$116K	5.31%	5
2025 Q4	$9.85M	Sell	358,922 -100,214	-22%	-$2.72M	4.82%	5
2025 Q3	$12.5M	Sell	459,136 -41,733	-8%	-$1.14M	6.36%	4
2025 Q2	$13.3M	Buy	500,869 +35,854	+8%	+$936K	7.46%	4
2025 Q1	$13M	Sell	465,015 -19,264	-4%	-$537K	8.43%	4
2024 Q4	$13.2M	Buy	484,279 +17,884	+4%	+$508K	7.84%	4
2024 Q3	$13.1M	Buy	+466,395	New	+$12.7M	7.97%	4

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

Latko Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.7% in Q2 2026, buying an estimated $872K and bringing the position to 382,593 shares worth $12.1M. The position accounts for 5.15% of the portfolio, ranked #5.

Latko Wealth Management first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.3M in Q2 2025. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Latko Wealth Management held 382,593 shares of Schwab US Dividend Equity ETF worth $12.1M as of Q2 2026.
Latko Wealth Management bought 27,483 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $872K.
Schwab US Dividend Equity ETF made up 5.15% of Latko Wealth Management's portfolio in Q2 2026, its #5 holding.
Latko Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
Latko Wealth Management's Schwab US Dividend Equity ETF position peaked at $13.3M in Q2 2025.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.