Portside Wealth Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Portside Wealth Group’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	$224K	Buy	+7,070	New	+$224K	0.03%	465
2024 Q1	–	Sell	-10,746	Closed	-$273K	–	388
2023 Q4	$273K	Sell	10,746 -975	-8%	-$23.2K	0.05%	282
2023 Q3	$275K	Sell	11,721 -183	-2%	-$4.49K	0.05%	261
2023 Q2	$288K	Buy	+11,904	New	+$284K	0.05%	262

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

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Portside Wealth Group's SCHD Position: Q2 2026 in Review

Portside Wealth Group opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 7,070 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #465 among its holdings. This is a return to the name: Portside Wealth Group previously reported a position in SCHD as recently as Q4 2023.

Portside Wealth Group first reported a position in SCHD in Q2 2023 and has held it in 4 quarters since. The position peaked at $288K in Q2 2023. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Portside Wealth Group held 7,070 shares of Schwab US Dividend Equity ETF worth $224K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Portside Wealth Group position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #465 holding.
Portside Wealth Group first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 4 quarters since.
Portside Wealth Group's Schwab US Dividend Equity ETF position peaked at $288K in Q2 2023.
411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.