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

Perfromance Wealth Partners’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	$211K	Buy	6,640 +23	+0.3%	+$730	0.01%	223
2026 Q1	$203K	Buy	+6,617	New	+$201K	0.01%	208
2023 Q4	–	Sell	-499,038	Closed	-$11.8M	–	176
2023 Q3	$11.8M	Sell	499,038 -13,875	-3%	-$340K	0.57%	19
2023 Q2	$12.4M	Buy	512,913 +11,343	+2%	+$271K	0.57%	16
2023 Q1	$12.2M	Buy	501,570 +143,994	+40%	+$3.6M	0.63%	17
2022 Q4	$9M	Buy	+357,576	New	+$8.83M	0.54%	21

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

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

Perfromance Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.35% in Q2 2026, buying an estimated $730 and bringing the position to 6,640 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #223.

Perfromance Wealth Partners first reported a position in SCHD in Q4 2022 and has held it in 6 quarters since. The position peaked at $12.4M in Q2 2023. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Perfromance Wealth Partners held 6,640 shares of Schwab US Dividend Equity ETF worth $211K as of Q2 2026.
Perfromance Wealth Partners bought 23 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $730.
Schwab US Dividend Equity ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #223 holding.
Perfromance Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 6 quarters since.
Perfromance Wealth Partners's Schwab US Dividend Equity ETF position peaked at $12.4M in Q2 2023.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.