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

Regimen Wealth’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	$30M	Buy	945,328 +16,981	+2%	+$539K	8.08%	2
2026 Q1	$28.5M	Buy	928,347 +201,735	+28%	+$6.12M	8.32%	2
2025 Q4	$19.9M	Buy	726,612 +2,563	+0.4%	+$69.7K	5.83%	7
2025 Q3	$19.8M	Buy	724,049 +1,710	+0.2%	+$46.7K	5.87%	7
2025 Q2	$19.1M	Sell	722,339 -363,800	-33%	-$9.5M	5.94%	7
2025 Q1	$30.4M	Buy	1,086,139 +24,323	+2%	+$678K	9.76%	2
2024 Q4	$29M	Sell	1,061,816 -41,155	-4%	-$1.17M	9.47%	2
2024 Q3	$31.1M	Buy	1,102,971 +19,641	+2%	+$535K	10.05%	2
2024 Q2	$28.1M	Sell	1,083,330 -4,416	-0.4%	-$115K	9.67%	2
2024 Q1	$29.2M	Buy	1,087,746 +20,334	+2%	+$525K	10.14%	1
2023 Q4	$27.2M	Buy	1,067,412 +242,394	+29%	+$5.78M	10.43%	1
2023 Q3	$19.5M	Buy	825,018 +46,113	+6%	+$1.13M	7.99%	3
2023 Q2	$18.9M	Buy	778,905 +65,886	+9%	+$1.57M	7.82%	3
2023 Q1	$18.3M	Buy	713,019 +570,891	+402%	+$14.3M	7.91%	3
2022 Q4	$3.58M	Buy	+142,128	New	+$3.51M	2.4%	12

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

Regimen Wealth's SCHD Position: Q2 2026 in Review

Regimen Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.8% in Q2 2026, buying an estimated $539K and bringing the position to 945,328 shares worth $30M. The position accounts for 8.08% of the portfolio, ranked #2.

Regimen Wealth first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $31.1M in Q3 2024. 2,123 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Regimen Wealth held 945,328 shares of Schwab US Dividend Equity ETF worth $30M as of Q2 2026.
Regimen Wealth bought 16,981 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $539K.
Schwab US Dividend Equity ETF made up 8.08% of Regimen Wealth's portfolio in Q2 2026, its #2 holding.
Regimen Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
Regimen Wealth's Schwab US Dividend Equity ETF position peaked at $31.1M in Q3 2024.
2,123 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.