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

Prevail Innovative 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	$406K	Hold	12,800	–	–	0.06%	138
2026 Q1	$393K	Hold	12,800	–	–	0.07%	141
2025 Q4	$351K	Buy	+12,800	New	+$348K	0.06%	165
2025 Q2	–	Sell	-30,468	Closed	-$852K	–	220
2025 Q1	$852K	Buy	30,468 +6,515	+27%	+$182K	0.23%	114
2024 Q4	$654K	Buy	23,953 +9,409	+65%	+$267K	0.19%	109
2024 Q3	$410K	Buy	+14,544	New	+$396K	0.12%	127

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

Prevail Innovative Wealth Advisors's SCHD Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 12,800 shares worth $406K. The position accounts for 0.06% of the portfolio, ranked #138.

Prevail Innovative Wealth Advisors first reported a position in SCHD in Q3 2024 and has held it in 6 quarters since. The position peaked at $852K in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Prevail Innovative Wealth Advisors held 12,800 shares of Schwab US Dividend Equity ETF worth $406K as of Q2 2026.
Prevail Innovative Wealth Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.06% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #138 holding.
Prevail Innovative Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 6 quarters since.
Prevail Innovative Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $852K in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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