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

Physician 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	85,399 +28	+0%	+$888	0.32%	47
2026 Q1	$2.62M	Buy	85,371 +2,689	+3%	+$81.6K	0.36%	43
2025 Q4	$2.27M	Sell	82,682 -1,474	-2%	-$40.1K	0.32%	48
2025 Q3	$2.3M	Sell	84,156 -14,830	-15%	-$405K	0.33%	48
2025 Q2	$2.62M	Sell	98,986 -2,956	-3%	-$77.2K	0.41%	43
2025 Q1	$2.85M	Buy	101,942 +126	+0.1%	+$3.51K	0.49%	40
2024 Q4	$2.78M	Sell	101,816 -203,515	-67%	-$5.79M	0.47%	38
2024 Q3	$2.91M	Buy	305,331 +192,750	+171%	+$5.25M	0.52%	35
2024 Q2	$3.05M	Sell	112,581 -1,542	-1%	-$40.1K	0.56%	34
2024 Q1	$2.89M	Sell	114,123 -414	-0.4%	-$10.7K	0.61%	34
2023 Q4	$2.94M	Sell	114,537 -2,508	-2%	-$59.8K	0.66%	30
2023 Q3	$2.75M	Buy	117,045 +810	+0.7%	+$19.9K	0.71%	29
2023 Q2	$2.83M	Buy	116,235 +16,293	+16%	+$389K	0.7%	28
2023 Q1	$2.46M	Sell	99,942 -2,529	-2%	-$63.2K	0.64%	29
2022 Q4	$2.61M	Buy	102,471 +9,288	+10%	+$229K	0.71%	29
2022 Q3	$2.17M	Buy	93,183 +8,487	+10%	+$206K	0.67%	29
2022 Q2	$2.1M	Buy	84,696 +1,683	+2%	+$42.8K	0.61%	30
2022 Q1	$2.18M	Buy	83,013 +6,222	+8%	+$163K	0.58%	34
2021 Q4	$2.09M	Buy	76,791 +2,427	+3%	+$63.1K	0.55%	37
2021 Q3	$1.91M	Buy	74,364 +8,175	+12%	+$208K	0.52%	38
2021 Q2	$1.66M	Buy	66,189 +20,685	+45%	+$522K	0.48%	41
2021 Q1	$1.13M	Buy	45,504 +7,491	+20%	+$170K	0.37%	45
2020 Q4	$852K	Buy	+38,013	New	+$771K	0.29%	50
2020 Q1	–	Sell	-24,393	Closed	-$475K	–	118
2019 Q4	$475K	Hold	24,393	–	–	0.21%	62
2019 Q3	$463K	Buy	+24,393	New	+$437K	0.23%	61

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

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

Physician Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.03% in Q2 2026, buying an estimated $888 and bringing the position to 85,399 shares worth $2.71M. The position accounts for 0.32% of the portfolio, ranked #47.

Physician Wealth Advisors first reported a position in SCHD in Q3 2019 and has held it in 25 quarters since. The position peaked at $3.05M in Q2 2024. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Physician Wealth Advisors held 85,399 shares of Schwab US Dividend Equity ETF worth $2.71M as of Q2 2026.
Physician Wealth Advisors bought 28 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $888.
Schwab US Dividend Equity ETF made up 0.32% of Physician Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Physician Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and has held it in 25 quarters since.
Physician Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $3.05M in Q2 2024.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.