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

Octavia 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	$600K	Sell	18,929 -1,422	-7%	-$45.1K	0.05%	109
2026 Q1	$624K	Buy	20,351 +3,804	+23%	+$115K	0.06%	110
2025 Q4	$454K	Buy	16,547 +38	+0.2%	+$1.03K	0.04%	144
2025 Q3	$451K	Buy	+16,509	New	+$450K	0.04%	145

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

Octavia Wealth Advisors's SCHD Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7% in Q2 2026, selling an estimated $45.1K and leaving 18,929 shares worth $600K. The position accounts for 0.05% of the portfolio, ranked #109.

Octavia Wealth Advisors first reported a position in SCHD in Q3 2025 and has held it in 4 quarters since. The position peaked at $624K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Octavia Wealth Advisors held 18,929 shares of Schwab US Dividend Equity ETF worth $600K as of Q2 2026.
Octavia Wealth Advisors sold 1,422 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $45.1K.
Schwab US Dividend Equity ETF made up 0.05% of Octavia Wealth Advisors's portfolio in Q2 2026, its #109 holding.
Octavia Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 4 quarters since.
Octavia Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $624K in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.