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

Prestige Wealth Management 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	$118K	Hold	3,732	–	–	0.02%	204
2026 Q1	$115K	Hold	3,732	–	–	0.02%	197
2025 Q4	$102K	Sell	3,732 -100	-3%	-$2.72K	0.02%	200
2025 Q3	$105K	Hold	3,832	–	–	0.02%	207
2025 Q2	$102K	Buy	3,832 +100	+3%	+$2.61K	0.02%	207
2025 Q1	$104K	Hold	3,732	–	–	0.02%	197
2024 Q4	$102K	Hold	3,732	–	–	0.02%	203
2024 Q3	$105K	Hold	3,732	–	–	0.02%	192
2024 Q2	$97.8K	Hold	3,732	–	–	0.02%	180
2024 Q1	$100K	Hold	3,732	–	–	0.02%	204
2023 Q4	$94.7K	Hold	3,732	–	–	0.02%	191
2023 Q3	$88.1K	Sell	3,732 -120	-3%	-$2.94K	0.02%	193
2023 Q2	$93.3K	Sell	3,852 -351	-8%	-$8.39K	0.02%	212
2023 Q1	$103K	Hold	4,203	–	–	0.03%	182
2022 Q4	$106K	Hold	4,203	–	–	0.03%	189
2022 Q3	$93K	Hold	4,203	–	–	0.03%	175
2022 Q2	$100K	Buy	4,203 +351	+9%	+$8.93K	0.03%	175
2022 Q1	$101K	Hold	3,852	–	–	0.02%	182
2021 Q4	$104K	Hold	3,852	–	–	0.02%	194
2021 Q3	$95K	Sell	3,852 -33	-0.8%	-$839	0.02%	195
2021 Q2	$98K	Hold	3,885	–	–	0.03%	183
2021 Q1	$94K	Sell	3,885 -150	-4%	-$3.41K	0.03%	189
2020 Q4	$86K	Hold	4,035	–	–	0.02%	192
2020 Q3	$74K	Sell	4,035 -102	-2%	-$1.88K	0.02%	200
2020 Q2	$71K	Hold	4,137	–	–	0.03%	185
2020 Q1	$62K	Hold	4,137	–	–	0.03%	160
2019 Q4	$80K	Hold	4,137	–	–	0.04%	179
2019 Q3	$76K	Hold	4,137	–	–	0.04%	171
2019 Q2	$73K	Sell	4,137 -270	-6%	-$4.75K	0.04%	172
2019 Q1	$77K	Sell	4,407 -5,361	-55%	-$90.1K	0.05%	165
2018 Q4	$153K	Buy	+9,768	New	+$163K	0.11%	118

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

Prestige Wealth Management Group's SCHD Position: Q2 2026 in Review

Prestige Wealth Management Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 3,732 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #204.

Prestige Wealth Management Group first reported a position in SCHD in Q4 2018 and has held it in 31 quarters since. The position peaked at $153K in Q4 2018. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Prestige Wealth Management Group held 3,732 shares of Schwab US Dividend Equity ETF worth $118K as of Q2 2026.
Prestige Wealth Management Group left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.02% of Prestige Wealth Management Group's portfolio in Q2 2026, its #204 holding.
Prestige Wealth Management Group first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 31 quarters since.
Prestige Wealth Management Group's Schwab US Dividend Equity ETF position peaked at $153K in Q4 2018.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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