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

Lodestone 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 		$465K Buy
14,677
+726
+5% +$23K 0.16% 123
2026
Q1 		$428K Buy
13,951
+2,560
+22% +$77.7K 0.17% 116
2025
Q4 		$312K Buy
11,391
+189
+2% +$5.14K 0.13% 136
2025
Q3 		$306K Buy
11,202
+184
+2% +$5.02K 0.14% 138
2025
Q2 		$292K Buy
11,018
+1,664
+18% +$43.5K 0.14% 134
2025
Q1 		$262K Buy
9,354
+1,419
+18% +$39.6K 0.14% 132
2024
Q4 		$217K Sell
7,935
-45
-0.6% -$1.28K 0.11% 145
2024
Q3 		$225K Sell
7,980
-2,355
-23% -$64.2K 0.11% 140
2024
Q2 		$268K Sell
10,335
-5,796
-36% -$151K 0.14% 129
2024
Q1 		$434K Buy
16,131
+423
+3% +$10.9K 0.23% 103
2023
Q4 		$399K Sell
15,708
-1,890
-11% -$45K 0.23% 102
2023
Q3 		$415K Buy
17,598
+156
+0.9% +$3.83K 0.29% 81
2023
Q2 		$422K Buy
17,442
+144
+0.8% +$3.44K 0.29% 83
2023
Q1 		$422K Buy
17,298
+5,469
+46% +$137K 0.33% 78
2022
Q4 		$298K Buy
+11,829
New +$292K 0.24% 96

Other funds holding SCHD

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Lodestone Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.2% in Q2 2026, buying an estimated $23K and bringing the position to 14,677 shares worth $465K. The position accounts for 0.16% of the portfolio, ranked #123.

Lodestone Wealth Management first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 942 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Lodestone Wealth Management held 14,677 shares of Schwab US Dividend Equity ETF worth $465K as of Q2 2026.
  • Lodestone Wealth Management bought 726 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $23K.
  • Schwab US Dividend Equity ETF made up 0.16% of Lodestone Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Lodestone Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 942 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.