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

LexAurum 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 		$1.69M Buy
53,333
+8,551
+19% +$271K 0.2% 94
2026
Q1 		$1.37M Buy
+44,782
New +$1.36M 0.18% 107
2025
Q2 		– Sell
-172,941
Closed -$4.84M – 367
2025
Q1 		$4.84M Buy
172,941
+3,814
+2% +$106K 0.93% 28
2024
Q4 		$4.62M Sell
169,127
-69,793
-29% -$1.98M 0.92% 31
2024
Q3 		$6.73M Buy
238,920
+5,094
+2% +$139K 1.48% 15
2024
Q2 		$6.06M Buy
233,826
+14,079
+6% +$366K 1.48% 17
2024
Q1 		$5.91M Buy
219,747
+17,262
+9% +$446K 1.48% 16
2023
Q4 		$5.14M Buy
202,485
+12,195
+6% +$291K 1.35% 18
2023
Q3 		$4.49M Buy
190,290
+11,298
+6% +$277K 1.31% 17
2023
Q2 		$4.33M Buy
178,992
+7,041
+4% +$168K 1.3% 19
2023
Q1 		$4.19M Buy
171,951
+52,590
+44% +$1.31M 1.39% 18
2022
Q4 		$3.01M Buy
119,361
+3,147
+3% +$77.7K 1.08% 20
2022
Q3 		$2.57M Buy
116,214
+12,075
+12% +$293K 0.99% 23
2022
Q2 		$2.49M Buy
104,139
+24,369
+31% +$620K 0.93% 22
2022
Q1 		$2.1M Buy
79,770
+9,669
+14% +$253K 0.68% 31
2021
Q4 		$1.89M Buy
70,101
+43,398
+163% +$1.13M 0.61% 35
2021
Q3 		$661K Buy
+26,703
New +$679K 0.2% 132

Other funds holding SCHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
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
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

LexAurum Advisors's SCHD Position: Q2 2026 in Review

LexAurum Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 19% in Q2 2026, buying an estimated $271K and bringing the position to 53,333 shares worth $1.69M. The position accounts for 0.2% of the portfolio, ranked #94.

LexAurum Advisors first reported a position in SCHD in Q3 2021 and has held it in 17 quarters since. The position peaked at $6.73M in Q3 2024. 1,114 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • LexAurum Advisors held 53,333 shares of Schwab US Dividend Equity ETF worth $1.69M as of Q2 2026.
  • LexAurum Advisors bought 8,551 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $271K.
  • Schwab US Dividend Equity ETF made up 0.2% of LexAurum Advisors's portfolio in Q2 2026, its #94 holding.
  • LexAurum Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and has held it in 17 quarters since.
  • LexAurum Advisors's Schwab US Dividend Equity ETF position peaked at $6.73M in Q3 2024.
  • 1,114 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.