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

Maripau 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	$4.45M	Buy	140,462 +40,605	+41%	+$1.29M	1.59%	14
2026 Q1	$3.06M	Buy	99,857 +9,066	+10%	+$275K	1.35%	18
2025 Q4	$2.47M	Buy	90,791 +13,753	+18%	+$374K	1.14%	22
2025 Q3	$2.1M	Buy	77,038 +25,855	+51%	+$705K	1.06%	25
2025 Q2	$1.36M	Buy	51,183 +19,242	+60%	+$503K	0.68%	40
2025 Q1	$893K	Buy	31,941 +8,073	+34%	+$225K	0.51%	46
2024 Q4	$652K	Buy	+23,868	New	+$679K	0.39%	59
2024 Q3	–	Sell	-17,652	Closed	-$462K	–	115
2024 Q2	$462K	Sell	17,652 -1,131	-6%	-$29.4K	0.32%	68
2024 Q1	$505K	Buy	18,783 +4,665	+33%	+$121K	0.38%	60
2023 Q4	$358K	Buy	14,118 +3,708	+36%	+$88.4K	0.31%	67
2023 Q3	$246K	Buy	+10,410	New	+$255K	0.23%	83

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

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

Maripau Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 41% in Q2 2026, buying an estimated $1.29M and bringing the position to 140,462 shares worth $4.45M. The position accounts for 1.59% of the portfolio, ranked #14.

Maripau Wealth Management first reported a position in SCHD in Q3 2023 and has held it in 11 quarters since. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Maripau Wealth Management held 140,462 shares of Schwab US Dividend Equity ETF worth $4.45M as of Q2 2026.
Maripau Wealth Management bought 40,605 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.29M.
Schwab US Dividend Equity ETF made up 1.59% of Maripau Wealth Management's portfolio in Q2 2026, its #14 holding.
Maripau Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 11 quarters since.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.