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

Lighthouse 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	$15M	Buy	471,641 +16,195	+4%	+$514K	9.29%	3
2026 Q1	$14M	Buy	455,446 +7,903	+2%	+$240K	9.49%	3
2025 Q4	$12.3M	Sell	447,543 -10,172	-2%	-$277K	8.39%	5
2025 Q3	$12.5M	Sell	457,715 -25,437	-5%	-$694K	10.14%	3
2025 Q2	$12.8M	Sell	483,152 -35,237	-7%	-$920K	11.08%	2
2025 Q1	$14.5M	Buy	518,389 +1,987	+0.4%	+$55.4K	13.28%	1
2024 Q4	$14.1M	Buy	+516,402	New	+$14.7M	12.92%	1

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

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

Lighthouse Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.6% in Q2 2026, buying an estimated $514K and bringing the position to 471,641 shares worth $15M. The position accounts for 9.29% of the portfolio, ranked #3.

Lighthouse Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Lighthouse Wealth Management held 471,641 shares of Schwab US Dividend Equity ETF worth $15M as of Q2 2026.
Lighthouse Wealth Management bought 16,195 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $514K.
Schwab US Dividend Equity ETF made up 9.29% of Lighthouse Wealth Management's portfolio in Q2 2026, its #3 holding.
Lighthouse Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Lighthouse Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.