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

Paces Ferry 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	$19.1M	Buy	602,649 +22,191	+4%	+$704K	7.08%	2
2026 Q1	$17.8M	Buy	580,458 +9,856	+2%	+$299K	7.39%	2
2025 Q4	$15.7M	Buy	570,602 +50,728	+10%	+$1.38M	6.36%	3
2025 Q3	$14.2M	Buy	519,874 +13,728	+3%	+$375K	5.91%	4
2025 Q2	$13.4M	Buy	506,146 +57,258	+13%	+$1.5M	6.16%	3
2025 Q1	$12.6M	Buy	448,888 +20,158	+5%	+$562K	6.25%	4
2024 Q4	$11.7M	Buy	428,730 +56,715	+15%	+$1.61M	5.69%	4
2024 Q3	$10.5M	Buy	372,015 +33,555	+10%	+$914K	6.03%	3
2024 Q2	$8.77M	Buy	338,460 +27,552	+9%	+$717K	5.29%	5
2024 Q1	$8.36M	Buy	310,908 +149,538	+93%	+$3.86M	5.35%	3
2023 Q4	$4.1M	Buy	161,370 +25,947	+19%	+$618K	2.85%	10
2023 Q3	$3.19M	Sell	135,423 -3,627	-3%	-$89K	2.53%	10
2023 Q2	$3.37M	Buy	139,050 +17,757	+15%	+$424K	2.53%	10
2023 Q1	$2.96M	Buy	+121,293	New	+$3.03M	2.39%	11
2020 Q4	–	Sell	-18	Closed	–	–	925
2020 Q3	$0	Buy	+18	New	+$331	﹤0.01%	1234

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

Paces Ferry Wealth Advisors's SCHD Position: Q2 2026 in Review

Paces Ferry Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.8% in Q2 2026, buying an estimated $704K and bringing the position to 602,649 shares worth $19.1M. The position accounts for 7.08% of the portfolio, ranked #2.

Paces Ferry Wealth Advisors first reported a position in SCHD in Q3 2020 and has held it in 15 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Paces Ferry Wealth Advisors held 602,649 shares of Schwab US Dividend Equity ETF worth $19.1M as of Q2 2026.
Paces Ferry Wealth Advisors bought 22,191 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $704K.
Schwab US Dividend Equity ETF made up 7.08% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Paces Ferry Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 15 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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