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

New Insight 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	$9.79M	Buy	308,724 +35,595	+13%	+$1.13M	2.89%	6
2026 Q1	$8.38M	Sell	273,129 -39,548	-13%	-$1.2M	3%	8
2025 Q4	$8.58M	Sell	312,677 -82,122	-21%	-$2.23M	3.06%	8
2025 Q3	$10.8M	Sell	394,799 -186,070	-32%	-$5.08M	4.05%	5
2025 Q2	$15.4M	Sell	580,869 -18,592	-3%	-$486K	6.33%	3
2025 Q1	$16.8M	Buy	599,461 +77,081	+15%	+$2.15M	7.61%	2
2024 Q4	$14.3M	Buy	522,380 +27,380	+6%	+$778K	7.15%	2
2024 Q3	$13.9M	Buy	495,000 +36,123	+8%	+$984K	7.34%	2
2024 Q2	$11.9M	Buy	458,877 +35,070	+8%	+$913K	7%	2
2024 Q1	$11.4M	Buy	423,807 +3,108	+0.7%	+$80.3K	7.11%	3
2023 Q4	$10.7M	Buy	+420,699	New	+$10M	7.19%	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

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

New Insight Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q2 2026, buying an estimated $1.13M and bringing the position to 308,724 shares worth $9.79M. The position accounts for 2.89% of the portfolio, ranked #6.

New Insight Wealth Advisors first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.8M in Q1 2025. 2,143 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

New Insight Wealth Advisors held 308,724 shares of Schwab US Dividend Equity ETF worth $9.79M as of Q2 2026.
New Insight Wealth Advisors bought 35,595 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.13M.
Schwab US Dividend Equity ETF made up 2.89% of New Insight Wealth Advisors's portfolio in Q2 2026, its #6 holding.
New Insight Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
New Insight Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $16.8M in Q1 2025.
2,143 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.