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

Red Crane 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	$611K	Sell	19,271 -288	-1%	-$9.14K	0.45%	52
2026 Q1	$600K	Sell	19,559 -5,196	-21%	-$158K	0.49%	46
2025 Q4	$679K	Sell	24,755 -494	-2%	-$13.4K	0.56%	41
2025 Q3	$689K	Sell	25,249 -604	-2%	-$16.5K	0.58%	41
2025 Q2	$685K	Sell	25,853 -3,967	-13%	-$104K	0.62%	36
2025 Q1	$834K	Buy	29,820 +523	+2%	+$14.6K	0.8%	34
2024 Q4	$800K	Buy	+29,297	New	+$833K	0.76%	35

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

Red Crane Wealth Management's SCHD Position: Q2 2026 in Review

Red Crane Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.5% in Q2 2026, selling an estimated $9.14K and leaving 19,271 shares worth $611K. The position accounts for 0.45% of the portfolio, ranked #52.

Red Crane Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $834K in Q1 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Red Crane Wealth Management held 19,271 shares of Schwab US Dividend Equity ETF worth $611K as of Q2 2026.
Red Crane Wealth Management sold 288 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $9.14K.
Schwab US Dividend Equity ETF made up 0.45% of Red Crane Wealth Management's portfolio in Q2 2026, its #52 holding.
Red Crane Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Red Crane Wealth Management's Schwab US Dividend Equity ETF position peaked at $834K in Q1 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Red Crane Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.