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

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

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 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. 411 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.
411 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.