Partners Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Partners 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	$384K	Hold	12,095	–	–	0.38%	69
2026 Q1	$371K	Hold	12,095	–	–	0.38%	67
2025 Q4	$332K	Sell	12,095 -4,325	-26%	-$118K	0.35%	74
2025 Q3	$448K	Buy	16,420 +3,359	+26%	+$91.6K	0.44%	65
2025 Q2	$364K	Hold	13,061	–	–	0.41%	67
2025 Q1	$365K	Hold	13,061	–	–	0.41%	68
2024 Q4	$357K	Buy	+13,061	New	+$371K	0.41%	69

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

Partners Wealth Management's SCHD Position: Q2 2026 in Review

Partners Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 12,095 shares worth $384K. The position accounts for 0.38% of the portfolio, ranked #69.

Partners Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $448K in Q3 2025. 683 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Partners Wealth Management held 12,095 shares of Schwab US Dividend Equity ETF worth $384K as of Q2 2026.
Partners Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.38% of Partners Wealth Management's portfolio in Q2 2026, its #69 holding.
Partners Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's Schwab US Dividend Equity ETF position peaked at $448K in Q3 2025.
683 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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