Quotient Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quotient Wealth Partners’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	$286K	Buy	9,013 +1,644	+22%	+$52.2K	0.01%	318
2026 Q1	$226K	Sell	7,369 -462	-6%	-$14K	0.01%	341
2025 Q4	$215K	Sell	7,831 -1,606	-17%	-$43.7K	0.01%	328
2025 Q3	$258K	Sell	9,437 -1,747	-16%	-$47.7K	0.01%	303
2025 Q2	$296K	Buy	+11,184	New	+$292K	0.01%	272

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

Quotient Wealth Partners's SCHD Position: Q2 2026 in Review

Quotient Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 22% in Q2 2026, buying an estimated $52.2K and bringing the position to 9,013 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #318.

Quotient Wealth Partners first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $296K in Q2 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Quotient Wealth Partners held 9,013 shares of Schwab US Dividend Equity ETF worth $286K as of Q2 2026.
Quotient Wealth Partners bought 1,644 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $52.2K.
Schwab US Dividend Equity ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #318 holding.
Quotient Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
Quotient Wealth Partners's Schwab US Dividend Equity ETF position peaked at $296K in Q2 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.