Private Wealth Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Private Wealth Asset Management’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	$121K	Hold	3,804	–	–	0.01%	317
2026 Q1	$117K	Buy	3,804 +3,465	+1,022%	+$105K	0.01%	311
2025 Q4	$9.3K	Hold	339	–	–	﹤0.01%	692
2025 Q3	$9.26K	Sell	339 -4,311	-93%	-$118K	﹤0.01%	660
2025 Q2	$123K	Hold	4,650	–	–	0.02%	286
2025 Q1	$130K	Buy	+4,650	New	+$130K	0.02%	277

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

Private Wealth Asset Management's SCHD Position: Q2 2026 in Review

Private Wealth Asset Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 3,804 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #317.

Private Wealth Asset Management first reported a position in SCHD in Q1 2025 and has held it in 6 quarters since. The position peaked at $130K in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Private Wealth Asset Management held 3,804 shares of Schwab US Dividend Equity ETF worth $121K as of Q2 2026.
Private Wealth Asset Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #317 holding.
Private Wealth Asset Management first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Schwab US Dividend Equity ETF position peaked at $130K in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.