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New England Private Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

New England Private Wealth Advisors’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 		$9.73M Buy
292,384
+33,821
+13% +$1.07M 0.94% 35
2026
Q1 		$7.93M Buy
258,563
+962
+0.4% +$29.2K 0.92% 33
2025
Q4 		$7.07M Sell
257,601
-45,902
-15% -$1.25M 0.88% 39
2025
Q3 		$8.29M Sell
303,503
-6,106
-2% -$167K 1.09% 29
2025
Q2 		$8.31M Sell
309,609
-1,363
-0.4% -$35.6K 1.22% 27
2025
Q1 		$8.69M Buy
310,972
+1,383
+0.4% +$38.6K 1.34% 24
2024
Q4 		$8.46M Buy
309,589
+20,944
+7% +$595K 1.34% 25
2024
Q3 		$8.13M Buy
288,645
+4,374
+2% +$119K 1.31% 27
2024
Q2 		$7.37M Sell
284,271
-11,919
-4% -$310K 1.29% 26
2024
Q1 		$7.94M Sell
296,190
-27,537
-9% -$711K 1.4% 22
2023
Q4 		$8.22M Sell
323,727
-188,613
-37% -$4.49M 1.52% 19
2023
Q3 		$12.1M Sell
512,340
-203,724
-28% -$5M 2.52% 12
2023
Q2 		$17.3M Sell
716,064
-26,334
-4% -$629K 3.5% 8
2023
Q1 		$18.1M Buy
742,398
+4,254
+0.6% +$106K 3.68% 7
2022
Q4 		$18.6M Sell
738,144
-29,331
-4% -$724K 3.94% 7
2022
Q3 		$17M Buy
767,475
+15,195
+2% +$369K 3.99% 7
2022
Q2 		$19.8M Sell
752,280
-123
-0% -$3.13K 3.62% 8
2022
Q1 		$19.8M Buy
752,403
+205,329
+38% +$5.38M 3.61% 8
2021
Q4 		$14.7M Buy
547,074
+50,460
+10% +$1.31M 2.57% 10
2021
Q3 		$12.3M Buy
496,614
+48,009
+11% +$1.22M 2.29% 11
2021
Q2 		$11.3M Buy
448,605
+191,496
+74% +$4.84M 2.15% 13
2021
Q1 		$6.26M Buy
+257,109
New +$5.85M 1.08% 22
2020
Q2 		– Sell
-13,527
Closed -$204K – 82
2020
Q1 		$204K Sell
13,527
-5,955
-31% -$107K 0.07% 74
2019
Q4 		$376K Sell
19,482
-714
-4% -$13.4K 0.1% 61
2019
Q3 		$370K Sell
20,196
-2,850
-12% -$51K 0.09% 105
2019
Q2 		$407K Buy
23,046
+567
+3% +$9.97K 0.1% 103
2019
Q1 		$393K Buy
22,479
+5,193
+30% +$87.3K 0.1% 101
2018
Q4 		$270K Buy
+17,286
New +$288K 0.08% 106

Other funds holding SCHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

New England Private Wealth Advisors's SCHD Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q2 2026, buying an estimated $1.07M and bringing the position to 292,384 shares worth $9.73M. The position accounts for 0.94% of the portfolio, ranked #35.

New England Private Wealth Advisors first reported a position in SCHD in Q4 2018 and has held it in 28 quarters since. The position peaked at $19.8M in Q2 2022. 1,419 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • New England Private Wealth Advisors held 292,384 shares of Schwab US Dividend Equity ETF worth $9.73M as of Q2 2026.
  • New England Private Wealth Advisors bought 33,821 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.07M.
  • Schwab US Dividend Equity ETF made up 0.94% of New England Private Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • New England Private Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 28 quarters since.
  • New England Private Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $19.8M in Q2 2022.
  • 1,419 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.