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

LongView 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	$20M	Sell	629,765 -33,637	-5%	-$1.07M	5.12%	1
2026 Q1	$20.4M	Sell	663,402 -122,474	-16%	-$3.72M	5.12%	1
2025 Q4	$22.4M	Sell	785,876 -24,194	-3%	-$658K	5.41%	1
2025 Q3	$22.1M	Sell	810,070 -9,757	-1%	-$266K	5.99%	1
2025 Q2	$21.7M	Buy	819,827 +4,286	+0.5%	+$112K	6.58%	1
2025 Q1	$22.8M	Buy	815,541 +48,108	+6%	+$1.34M	6.84%	1
2024 Q4	$21M	Buy	767,433 +109,572	+17%	+$3.11M	6.39%	1
2024 Q3	$18.5M	Buy	657,861 +41,877	+7%	+$1.14M	5.92%	1
2024 Q2	$16M	Buy	615,984 +65,388	+12%	+$1.7M	5.9%	1
2024 Q1	$14.8M	Buy	550,596 +24,075	+5%	+$622K	5.87%	1
2023 Q4	$13.4M	Buy	+526,521	New	+$12.5M	5.99%	2

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

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

LongView Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.1% in Q2 2026, selling an estimated $1.07M and leaving 629,765 shares worth $20M. The position accounts for 5.12% of the portfolio, ranked #1.

LongView Wealth Management first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.8M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

LongView Wealth Management held 629,765 shares of Schwab US Dividend Equity ETF worth $20M as of Q2 2026.
LongView Wealth Management sold 33,637 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.07M.
Schwab US Dividend Equity ETF made up 5.12% of LongView Wealth Management's portfolio in Q2 2026, its #1 holding.
LongView Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Schwab US Dividend Equity ETF position peaked at $22.8M in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.