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

Provident Wealth 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	$299K	Buy	9,442 +341	+4%	+$10.8K	0.08%	68
2026 Q1	$279K	Buy	9,101 +194	+2%	+$5.88K	0.08%	64
2025 Q4	$244K	Hold	8,907	–	–	0.07%	71
2025 Q3	$243K	Hold	8,907	–	–	0.07%	75
2025 Q2	$236K	Hold	8,907	–	–	0.08%	74
2025 Q1	$249K	Hold	8,907	–	–	0.09%	65
2024 Q4	$243K	Hold	8,907	–	–	0.08%	73
2024 Q3	$251K	Hold	8,907	–	–	0.09%	75
2024 Q2	$231K	Hold	8,907	–	–	0.08%	72
2024 Q1	$239K	Buy	+8,907	New	+$230K	0.09%	60
2022 Q3	–	Sell	-45	Closed	-$1K	–	95
2022 Q2	$1K	Buy	+45	New	+$1.15K	﹤0.01%	92
2020 Q4	–	Sell	-1,377	Closed	-$25K	–	226
2020 Q3	$25K	Hold	1,377	–	–	0.03%	126
2020 Q2	$24K	Buy	+1,377	New	+$23.3K	0.03%	60

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

Provident Wealth Management's SCHD Position: Q2 2026 in Review

Provident Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.7% in Q2 2026, buying an estimated $10.8K and bringing the position to 9,442 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #68.

Provident Wealth Management first reported a position in SCHD in Q2 2020 and has held it in 13 quarters since. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Provident Wealth Management held 9,442 shares of Schwab US Dividend Equity ETF worth $299K as of Q2 2026.
Provident Wealth Management bought 341 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $10.8K.
Schwab US Dividend Equity ETF made up 0.08% of Provident Wealth Management's portfolio in Q2 2026, its #68 holding.
Provident Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 13 quarters since.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.