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

Ridgecrest Wealth Partners’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	$817K	Sell	25,766 -1,830	-7%	-$58.1K	0.39%	48
2026 Q1	$847K	Sell	27,596 -59	-0.2%	-$1.79K	0.47%	44
2025 Q4	$759K	Buy	27,655 +3,264	+13%	+$88.7K	0.41%	45
2025 Q3	$666K	Buy	24,391 +753	+3%	+$20.5K	0.3%	58
2025 Q2	$626K	Sell	23,638 -771	-3%	-$20.1K	0.33%	56
2025 Q1	$682K	Buy	24,409 +479	+2%	+$13.4K	0.36%	52
2024 Q4	$654K	Buy	23,930 +2,576	+12%	+$73.2K	0.35%	51
2024 Q3	$602K	Buy	21,354 +915	+4%	+$24.9K	0.31%	56
2024 Q2	$530K	Buy	20,439 +5,175	+34%	+$135K	0.32%	55
2024 Q1	$410K	Buy	15,264 +3	+0%	+$78	0.24%	69
2023 Q4	$387K	Buy	+15,261	New	+$364K	0.26%	67

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

Ridgecrest Wealth Partners's SCHD Position: Q2 2026 in Review

Ridgecrest Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.6% in Q2 2026, selling an estimated $58.1K and leaving 25,766 shares worth $817K. The position accounts for 0.39% of the portfolio, ranked #48.

Ridgecrest Wealth Partners first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $847K in Q1 2026. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Ridgecrest Wealth Partners held 25,766 shares of Schwab US Dividend Equity ETF worth $817K as of Q2 2026.
Ridgecrest Wealth Partners sold 1,830 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $58.1K.
Schwab US Dividend Equity ETF made up 0.39% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #48 holding.
Ridgecrest Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Ridgecrest Wealth Partners's Schwab US Dividend Equity ETF position peaked at $847K in Q1 2026.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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