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

Private 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	$15.7K	Buy	496 +451	+1,002%	+$14.3K	﹤0.01%	448
2026 Q1	$1.37K	Buy	45 +1	+2%	+$30	﹤0.01%	1178
2025 Q4	$1.21K	Hold	44	–	–	﹤0.01%	1221
2025 Q3	$1.19K	Buy	44 +1	+2%	+$27	﹤0.01%	1239
2025 Q2	$1.15K	Sell	43 -42	-49%	-$1.1K	﹤0.01%	1236
2025 Q1	$2.37K	Hold	85	–	–	﹤0.01%	997
2024 Q4	$2.31K	Buy	85 +1	+1%	+$28	﹤0.01%	1033
2024 Q3	$2.38K	Hold	84	–	–	﹤0.01%	998
2024 Q2	$2.17K	Hold	84	–	–	﹤0.01%	1017
2024 Q1	$2.25K	Hold	84	–	–	﹤0.01%	915
2023 Q4	$2.11K	Buy	+84	New	+$2K	﹤0.01%	958

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 Management Group's SCHD Position: Q2 2026 in Review

Private Wealth Management Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 1,002% in Q2 2026, buying an estimated $14.3K and bringing the position to 496 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Private Wealth Management Group first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Private Wealth Management Group held 496 shares of Schwab US Dividend Equity ETF worth $15.7K as of Q2 2026.
Private Wealth Management Group bought 451 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $14.3K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #448 holding.
Private Wealth Management Group first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.