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

Laurel Oak 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	$1.98M	Buy	62,537 +8,057	+15%	+$256K	0.29%	69
2026 Q1	$1.67M	Buy	54,480 +24,886	+84%	+$755K	0.28%	72
2025 Q4	$812K	Buy	+29,594	New	+$805K	0.14%	131

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

Laurel Oak Wealth Management's SCHD Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 15% in Q2 2026, buying an estimated $256K and bringing the position to 62,537 shares worth $1.98M. The position accounts for 0.29% of the portfolio, ranked #69.

Laurel Oak Wealth Management first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Laurel Oak Wealth Management held 62,537 shares of Schwab US Dividend Equity ETF worth $1.98M as of Q2 2026.
Laurel Oak Wealth Management bought 8,057 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $256K.
Schwab US Dividend Equity ETF made up 0.29% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #69 holding.
Laurel Oak Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.