Liberty Square Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Liberty Square 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	$9.04M	Sell	285,201 -11,657	-4%	-$370K	2.15%	11
2026 Q1	$9.11M	Sell	296,858 -23,745	-7%	-$720K	2.54%	11
2025 Q4	$8.79M	Sell	320,603 -106,061	-25%	-$2.88M	2.51%	9
2025 Q3	$11.6M	Sell	426,664 -126,045	-23%	-$3.44M	3.6%	6
2025 Q2	$14.6M	Sell	552,709 -9,333	-2%	-$244K	5.06%	6
2025 Q1	$15.7M	Sell	562,042 -20,925	-4%	-$583K	6%	5
2024 Q4	$16.2M	Buy	+582,967	New	+$16.6M	5.91%	5

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

Liberty Square Wealth Partners's SCHD Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.9% in Q2 2026, selling an estimated $370K and leaving 285,201 shares worth $9.04M. The position accounts for 2.15% of the portfolio, ranked #11.

Liberty Square Wealth Partners first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.2M in Q4 2024. 2,137 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Liberty Square Wealth Partners held 285,201 shares of Schwab US Dividend Equity ETF worth $9.04M as of Q2 2026.
Liberty Square Wealth Partners sold 11,657 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $370K.
Schwab US Dividend Equity ETF made up 2.15% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #11 holding.
Liberty Square Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's Schwab US Dividend Equity ETF position peaked at $16.2M in Q4 2024.
2,137 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.