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

Red Door 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	$6.12M	Buy	192,929 +6,453	+3%	+$205K	0.56%	46
2026 Q1	$5.72M	Sell	186,476 -11,178	-6%	-$339K	0.59%	46
2025 Q4	$5.42M	Sell	197,654 -7,152	-3%	-$194K	0.56%	47
2025 Q3	$5.59M	Sell	204,806 -6,807	-3%	-$186K	0.59%	48
2025 Q2	$5.61M	Sell	211,613 -1,260	-0.6%	-$32.9K	0.67%	49
2025 Q1	$5.95M	Sell	212,873 -3,731	-2%	-$104K	0.88%	39
2024 Q4	$5.92M	Sell	216,604 -4,370	-2%	-$124K	0.91%	36
2024 Q3	$6.23M	Buy	220,974 +6,126	+3%	+$167K	1.04%	31
2024 Q2	$5.57M	Buy	214,848 +2,775	+1%	+$72.2K	0.98%	33
2024 Q1	$5.7M	Sell	212,073 -4,146	-2%	-$107K	1.1%	30
2023 Q4	$5.49M	Buy	216,219 +16,590	+8%	+$395K	1.19%	27
2023 Q3	$4.71M	Buy	199,629 +678	+0.3%	+$16.6K	1.18%	26
2023 Q2	$4.82M	Buy	198,951 +3,225	+2%	+$77.1K	1.07%	28
2023 Q1	$4.77M	Sell	195,726 -3,192	-2%	-$79.8K	1.5%	25
2022 Q4	$5.01M	Buy	198,918 +5,061	+3%	+$125K	1.64%	18
2022 Q3	$4.29M	Buy	193,857 +11,292	+6%	+$274K	1.63%	18
2022 Q2	$4.36M	Buy	182,565 +1,707	+0.9%	+$43.4K	1.61%	17
2022 Q1	$4.76M	Buy	180,858 +9,447	+6%	+$247K	1.59%	17
2021 Q4	$4.62M	Sell	171,411 -954	-0.6%	-$24.8K	1.51%	18
2021 Q3	$4.26M	Buy	172,365 +630	+0.4%	+$16K	1.63%	15
2021 Q2	$4.33M	Buy	171,735 +1,812	+1%	+$45.8K	1.68%	13
2021 Q1	$4.13M	Buy	169,923 +5,616	+3%	+$128K	2.11%	12
2020 Q4	$3.51M	Sell	164,307 -10,332	-6%	-$210K	2.07%	12
2020 Q3	$3.22M	Sell	174,639 -35,658	-17%	-$656K	2.37%	9
2020 Q2	$3.63M	Sell	210,297 -17,298	-8%	-$292K	2.65%	6
2020 Q1	$3.41M	Sell	227,595 -2,565	-1%	-$46K	3.24%	4
2019 Q4	$4.48M	Buy	+230,160	New	+$4.31M	3.99%	3

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

Red Door Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.5% in Q2 2026, buying an estimated $205K and bringing the position to 192,929 shares worth $6.12M. The position accounts for 0.56% of the portfolio, ranked #46.

Red Door Wealth Management first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.23M in Q3 2024. 1,057 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Red Door Wealth Management held 192,929 shares of Schwab US Dividend Equity ETF worth $6.12M as of Q2 2026.
Red Door Wealth Management bought 6,453 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $205K.
Schwab US Dividend Equity ETF made up 0.56% of Red Door Wealth Management's portfolio in Q2 2026, its #46 holding.
Red Door Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
Red Door Wealth Management's Schwab US Dividend Equity ETF position peaked at $6.23M in Q3 2024.
1,057 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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