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

Olistico 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	$3.82M	Buy	120,445 +7,619	+7%	+$242K	1.63%	13
2026 Q1	$3.46M	Sell	112,826 -9,799	-8%	-$297K	1.71%	13
2025 Q4	$3.36M	Buy	122,625 +30,207	+33%	+$821K	1.64%	14
2025 Q3	$2.52M	Buy	92,418 +13,422	+17%	+$366K	1.33%	19
2025 Q2	$2.09M	Buy	78,996 +58,882	+293%	+$1.54M	1.16%	17
2025 Q1	$562K	Buy	20,114 +18,996	+1,699%	+$530K	0.35%	53
2024 Q4	$30.6K	Buy	1,118 +8	+0.7%	+$227	0.02%	188
2024 Q3	$31.3K	Buy	1,110 +12	+1%	+$327	0.02%	188
2024 Q2	$28.5K	Buy	+1,098	New	+$28.6K	0.02%	193

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

Olistico Wealth's SCHD Position: Q2 2026 in Review

Olistico Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.8% in Q2 2026, buying an estimated $242K and bringing the position to 120,445 shares worth $3.82M. The position accounts for 1.63% of the portfolio, ranked #13.

Olistico Wealth first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Olistico Wealth held 120,445 shares of Schwab US Dividend Equity ETF worth $3.82M as of Q2 2026.
Olistico Wealth bought 7,619 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $242K.
Schwab US Dividend Equity ETF made up 1.63% of Olistico Wealth's portfolio in Q2 2026, its #13 holding.
Olistico Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.