Rainey & Randall Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Rainey & Randall 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	$943K	Buy	29,732 +1,147	+4%	+$36.4K	0.13%	35
2026 Q1	$877K	Buy	28,585 +1,647	+6%	+$50K	0.14%	33
2025 Q4	$739K	Buy	26,938 +159	+0.6%	+$4.32K	0.12%	35
2025 Q3	$731K	Buy	26,779 +151	+0.6%	+$4.12K	0.12%	38
2025 Q2	$706K	Buy	26,628 +152	+0.6%	+$3.97K	0.13%	33
2025 Q1	$740K	Buy	26,476 +138	+0.5%	+$3.85K	0.14%	31
2024 Q4	$720K	Buy	26,338 +88	+0.3%	+$2.5K	0.14%	29
2024 Q3	$740K	Buy	26,250 +294	+1%	+$8.01K	0.16%	28
2024 Q2	$680K	Sell	25,956 -1,308	-5%	-$34K	0.16%	26
2024 Q1	$733K	Buy	27,264 +693	+3%	+$17.9K	0.17%	26
2023 Q4	$674K	Buy	26,571 +882	+3%	+$21K	0.17%	25
2023 Q3	$606K	Buy	25,689 +324	+1%	+$7.95K	0.18%	26
2023 Q2	$614K	Buy	25,365 +324	+1%	+$7.74K	0.18%	24
2023 Q1	$611K	Buy	25,041 +321	+1%	+$8.03K	0.2%	24
2022 Q4	$622K	Buy	24,720 +123	+0.5%	+$3.04K	0.22%	23
2022 Q3	$545K	Buy	24,597 +126	+0.5%	+$3.06K	0.21%	31
2022 Q2	$584K	Buy	24,471 +129	+0.5%	+$3.28K	0.23%	29
2022 Q1	$640K	Buy	24,342 +84	+0.3%	+$2.2K	0.23%	29
2021 Q4	$654K	Buy	24,258 +105	+0.4%	+$2.73K	0.27%	28
2021 Q3	$598K	Buy	24,153 +102	+0.4%	+$2.59K	0.29%	27
2021 Q2	$606K	Buy	24,051 +93	+0.4%	+$2.35K	0.3%	26
2021 Q1	$582K	Buy	23,958 +87	+0.4%	+$1.98K	0.31%	26
2020 Q4	$510K	Buy	23,871 +120	+0.5%	+$2.43K	0.3%	27
2020 Q3	$437K	Buy	23,751 +126	+0.5%	+$2.32K	0.3%	32
2020 Q2	$408K	Buy	23,625 +108	+0.5%	+$1.82K	0.47%	16
2020 Q1	$353K	Buy	23,517 +120	+0.5%	+$2.15K	0.55%	16
2019 Q4	$452K	Buy	23,397 +189	+0.8%	+$3.54K	0.4%	24
2019 Q3	$424K	Buy	23,208 +2,172	+10%	+$38.9K	0.42%	18
2019 Q2	$372K	Hold	21,036	–	–	0.35%	22
2019 Q1	$367K	Buy	21,036 +618	+3%	+$10.4K	0.26%	34
2018 Q4	$320K	Hold	20,418	–	–	0.25%	34
2018 Q3	$361K	Hold	20,418	–	–	0.26%	29
2018 Q2	$335K	Hold	20,418	–	–	0.4%	19
2018 Q1	$334K	Buy	20,418 +54	+0.3%	+$921	0.26%	24
2017 Q4	$347K	Buy	+20,364	New	+$335K	0.3%	25

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

Rainey & Randall Wealth Advisors's SCHD Position: Q2 2026 in Review

Rainey & Randall Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 4% in Q2 2026, buying an estimated $36.4K and bringing the position to 29,732 shares worth $943K. The position accounts for 0.13% of the portfolio, ranked #35.

Rainey & Randall Wealth Advisors first reported a position in SCHD in Q4 2017 and has held it in 35 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Rainey & Randall Wealth Advisors held 29,732 shares of Schwab US Dividend Equity ETF worth $943K as of Q2 2026.
Rainey & Randall Wealth Advisors bought 1,147 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $36.4K.
Schwab US Dividend Equity ETF made up 0.13% of Rainey & Randall Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Rainey & Randall Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 35 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.