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

Perissos Private Wealth Management's SCHD Position: Q2 2026 in Review

Perissos Private Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 8% in Q2 2026, buying an estimated $66.7K and bringing the position to 28,306 shares worth $898K. The position accounts for 0.61% of the portfolio, ranked #38.

Perissos Private Wealth Management first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

• Perissos Private Wealth Management held 28,306 shares of Schwab US Dividend Equity ETF worth $898K as of Q2 2026.
• Perissos Private Wealth Management bought 2,101 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $66.7K.
• Schwab US Dividend Equity ETF made up 0.61% of Perissos Private Wealth Management's portfolio in Q2 2026, its #38 holding.
• Perissos Private Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
• 2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.