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

National Wealth Management Group’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	$221K	Buy	6,979 +84	+1%	+$2.67K	0.07%	211
2026 Q1	$212K	Buy	+6,895	New	+$209K	0.08%	207
2025 Q4	–	Sell	-17,694	Closed	-$483K	–	280
2025 Q3	$483K	Buy	17,694 +3,237	+22%	+$88.3K	0.18%	129
2025 Q2	$383K	Sell	14,457 -516	-3%	-$13.5K	0.21%	107
2025 Q1	$419K	Buy	14,973 +3,449	+30%	+$96.1K	0.28%	91
2024 Q4	$315K	Sell	11,524 -185	-2%	-$5.26K	0.21%	102
2024 Q3	$330K	Buy	11,709 +453	+4%	+$12.3K	0.22%	108
2024 Q2	$292K	Buy	11,256 +426	+4%	+$11.1K	0.22%	103
2024 Q1	$291K	Buy	10,830 +603	+6%	+$15.6K	0.23%	111
2023 Q4	$260K	Sell	10,227 -1,353	-12%	-$32.2K	0.25%	112
2023 Q3	$273K	Buy	11,580 +396	+4%	+$9.72K	0.3%	102
2023 Q2	$277K	Buy	+11,184	New	+$267K	0.29%	99
2022 Q3	–	Sell	-12,075	Closed	-$288K	–	151
2022 Q2	$288K	Buy	+12,075	New	+$307K	0.36%	76
2022 Q1	–	Sell	-7,653	Closed	-$206K	–	127
2021 Q4	$206K	Buy	+7,653	New	+$199K	0.19%	118

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

National Wealth Management Group's SCHD Position: Q2 2026 in Review

National Wealth Management Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q2 2026, buying an estimated $2.67K and bringing the position to 6,979 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #211.

National Wealth Management Group first reported a position in SCHD in Q4 2021 and has held it in 14 quarters since. The position peaked at $483K in Q3 2025. 683 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

National Wealth Management Group held 6,979 shares of Schwab US Dividend Equity ETF worth $221K as of Q2 2026.
National Wealth Management Group bought 84 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.67K.
Schwab US Dividend Equity ETF made up 0.07% of National Wealth Management Group's portfolio in Q2 2026, its #211 holding.
National Wealth Management Group first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 14 quarters since.
National Wealth Management Group's Schwab US Dividend Equity ETF position peaked at $483K in Q3 2025.
683 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.