Paradigm Strategies in Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Paradigm Strategies in Wealth Management’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	$19.3M	Sell	610,039 -29,791	-5%	-$945K	11.79%	3
2026 Q1	$19.6M	Sell	639,830 -45,336	-7%	-$1.38M	13.32%	1
2025 Q4	$18.8M	Sell	685,166 -26,620	-4%	-$724K	12.33%	2
2025 Q3	$19.4M	Sell	711,786 -11,947	-2%	-$326K	12.45%	2
2025 Q2	$19.2M	Buy	723,733 +21,445	+3%	+$560K	12.56%	2
2025 Q1	$19.6M	Sell	702,288 -1,293	-0.2%	-$36K	13.24%	1
2024 Q4	$19.2M	Sell	703,581 -29,079	-4%	-$827K	12.67%	3
2024 Q3	$20.6M	Buy	732,660 +4,419	+0.6%	+$120K	12.93%	2
2024 Q2	$18.9M	Buy	728,241 +45,627	+7%	+$1.19M	11.59%	4
2024 Q1	$18.3M	Buy	682,614 +9,168	+1%	+$237K	11.32%	3
2023 Q4	$17.1M	Buy	673,446 +6,381	+1%	+$152K	11.24%	3
2023 Q3	$15.7M	Buy	667,065 +24,438	+4%	+$600K	10.03%	3
2023 Q2	$15.6M	Buy	642,627 +98,892	+18%	+$2.36M	10.53%	2
2023 Q1	$13.3M	Buy	543,735 +24,315	+5%	+$608K	10.44%	4
2022 Q4	$13.1M	Buy	519,420 +75,534	+17%	+$1.86M	11.64%	3
2022 Q3	$9.83M	Buy	443,886 +32,085	+8%	+$780K	8.96%	5
2022 Q2	$9.83M	Buy	411,801 +23,832	+6%	+$606K	10.7%	4
2022 Q1	$10.2M	Buy	387,969 +681	+0.2%	+$17.8K	10.66%	4
2021 Q4	$10.4M	Buy	387,288 +4,692	+1%	+$122K	10.57%	4
2021 Q3	$9.47M	Buy	382,596 +5,100	+1%	+$130K	8.94%	4
2021 Q2	$9.52M	Sell	377,496 -2,913	-0.8%	-$73.5K	8.56%	4
2021 Q1	$9.25M	Buy	+380,409	New	+$8.65M	8.93%	4

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Paradigm Strategies in Wealth Management's SCHD Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.7% in Q2 2026, selling an estimated $945K and leaving 610,039 shares worth $19.3M. The position accounts for 11.79% of the portfolio, ranked #3.

Paradigm Strategies in Wealth Management first reported a position in SCHD in Q1 2021 and has held it in 22 quarters since. The position peaked at $20.6M in Q3 2024. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Paradigm Strategies in Wealth Management held 610,039 shares of Schwab US Dividend Equity ETF worth $19.3M as of Q2 2026.
Paradigm Strategies in Wealth Management sold 29,791 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $945K.
Schwab US Dividend Equity ETF made up 11.79% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #3 holding.
Paradigm Strategies in Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 22 quarters since.
Paradigm Strategies in Wealth Management's Schwab US Dividend Equity ETF position peaked at $20.6M in Q3 2024.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.