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

Merited Wealth’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	$321K	Sell	10,130 -13,111	-56%	-$416K	0.23%	63
2026 Q1	$713K	Buy	23,241 +1,353	+6%	+$41K	0.59%	44
2025 Q4	$600K	Buy	+21,888	New	+$595K	0.56%	45

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

Merited Wealth's SCHD Position: Q2 2026 in Review

Merited Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 56% in Q2 2026, selling an estimated $416K and leaving 10,130 shares worth $321K. The position accounts for 0.23% of the portfolio, ranked #63.

Merited Wealth first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. The position peaked at $713K in Q1 2026. 2,123 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Merited Wealth held 10,130 shares of Schwab US Dividend Equity ETF worth $321K as of Q2 2026.
Merited Wealth sold 13,111 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $416K.
Schwab US Dividend Equity ETF made up 0.23% of Merited Wealth's portfolio in Q2 2026, its #63 holding.
Merited Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
Merited Wealth's Schwab US Dividend Equity ETF position peaked at $713K in Q1 2026.
2,123 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Merited Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.