Legacy Capital Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Legacy Capital Wealth Partners’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	$908K	Sell	28,643 -2,392	-8%	-$75.9K	0.17%	115
2026 Q1	$952K	Sell	31,035 -12,703	-29%	-$385K	0.2%	108
2025 Q4	$1.2M	Sell	43,738 -8,987	-17%	-$244K	0.26%	81
2025 Q3	$1.44M	Buy	52,725 +4,501	+9%	+$123K	0.31%	57
2025 Q2	$1.28M	Buy	+48,224	New	+$1.26M	0.29%	71

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 22.9% 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

Legacy Capital Wealth Partners's SCHD Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.7% in Q2 2026, selling an estimated $75.9K and leaving 28,643 shares worth $908K. The position accounts for 0.17% of the portfolio, ranked #115.

Legacy Capital Wealth Partners first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.44M in Q3 2025. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Legacy Capital Wealth Partners held 28,643 shares of Schwab US Dividend Equity ETF worth $908K as of Q2 2026.
Legacy Capital Wealth Partners sold 2,392 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $75.9K.
Schwab US Dividend Equity ETF made up 0.17% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #115 holding.
Legacy Capital Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
Legacy Capital Wealth Partners's Schwab US Dividend Equity ETF position peaked at $1.44M in Q3 2025.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.