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

Perspective 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	$2.71M	Buy	85,520 +8,153	+11%	+$259K	1.49%	19
2026 Q1	$2.37M	Buy	77,367 +8,194	+12%	+$249K	1.54%	18
2025 Q4	$1.9M	Buy	+69,173	New	+$1.88M	1.35%	26

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

Perspective Wealth Advisors's SCHD Position: Q2 2026 in Review

Perspective Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q2 2026, buying an estimated $259K and bringing the position to 85,520 shares worth $2.71M. The position accounts for 1.49% of the portfolio, ranked #19.

Perspective Wealth Advisors first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Perspective Wealth Advisors held 85,520 shares of Schwab US Dividend Equity ETF worth $2.71M as of Q2 2026.
Perspective Wealth Advisors bought 8,153 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $259K.
Schwab US Dividend Equity ETF made up 1.49% of Perspective Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Perspective Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.