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

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

Outlook Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 54% in Q2 2026, buying an estimated $135K and bringing the position to 12,150 shares worth $385K. The position accounts for 0.08% of the portfolio, ranked #216.

Outlook Wealth Advisors first reported a position in SCHD in Q2 2023 and has held it in 13 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

• Outlook Wealth Advisors held 12,150 shares of Schwab US Dividend Equity ETF worth $385K as of Q2 2026.
• Outlook Wealth Advisors bought 4,260 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $135K.
• Schwab US Dividend Equity ETF made up 0.08% of Outlook Wealth Advisors's portfolio in Q2 2026, its #216 holding.
• Outlook Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 13 quarters since.
• 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.