One Charles Private Wealth Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

One Charles Private Wealth Services’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	$1.8M	Hold	56,849	–	–	0.41%	47
2026 Q1	$1.74M	Hold	56,849	–	–	0.44%	43
2025 Q4	$1.56M	Hold	56,849	–	–	0.4%	48
2025 Q3	$1.55M	Sell	56,849 -18,151	-24%	-$495K	0.41%	45
2025 Q2	$1.99M	Buy	+75,000	New	+$1.96M	0.56%	31

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

One Charles Private Wealth Services's SCHD Position: Q2 2026 in Review

One Charles Private Wealth Services held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 56,849 shares worth $1.8M. The position accounts for 0.41% of the portfolio, ranked #47.

One Charles Private Wealth Services first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.99M in Q2 2025. 727 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

One Charles Private Wealth Services held 56,849 shares of Schwab US Dividend Equity ETF worth $1.8M as of Q2 2026.
One Charles Private Wealth Services left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.41% of One Charles Private Wealth Services's portfolio in Q2 2026, its #47 holding.
One Charles Private Wealth Services first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
One Charles Private Wealth Services's Schwab US Dividend Equity ETF position peaked at $1.99M in Q2 2025.
727 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.