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

Revisor 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	$1.35M	Buy	42,526 +24	+0.1%	+$761	0.32%	78
2026 Q1	$1.3M	Sell	42,502 -798	-2%	-$24.2K	0.36%	64
2025 Q4	$1.23M	Buy	+43,300	New	+$1.18M	0.33%	69
2025 Q3	–	Sell	-10,166	Closed	-$280K	–	283
2025 Q2	$280K	Sell	10,166 -7,976	-44%	-$208K	0.1%	219
2025 Q1	$507K	Buy	18,142 +675	+4%	+$18.8K	0.23%	102
2024 Q4	$477K	Buy	+17,467	New	+$497K	0.44%	47

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

Revisor Wealth Management's SCHD Position: Q2 2026 in Review

Revisor Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.06% in Q2 2026, buying an estimated $761 and bringing the position to 42,526 shares worth $1.35M. The position accounts for 0.32% of the portfolio, ranked #78.

Revisor Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Revisor Wealth Management held 42,526 shares of Schwab US Dividend Equity ETF worth $1.35M as of Q2 2026.
Revisor Wealth Management bought 24 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $761.
Schwab US Dividend Equity ETF made up 0.32% of Revisor Wealth Management's portfolio in Q2 2026, its #78 holding.
Revisor Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.