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

River Wealth Advisors’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	$310K	Sell	9,774 -221	-2%	-$7.01K	0.03%	188
2026 Q1	$307K	Sell	9,995 -1,271	-11%	-$38.6K	0.04%	176
2025 Q4	$309K	Buy	11,266 +1,151	+11%	+$31.3K	0.03%	177
2025 Q3	$276K	Hold	10,115	–	–	0.03%	185
2025 Q2	$268K	Sell	10,115 -363	-3%	-$9.48K	0.03%	185
2025 Q1	$293K	Sell	10,478 -761	-7%	-$21.2K	0.04%	173
2024 Q4	$307K	Sell	11,239 -671	-6%	-$19.1K	0.04%	179
2024 Q3	$336K	Sell	11,910 -99	-0.8%	-$2.7K	0.04%	170
2024 Q2	$311K	Sell	12,009 -783	-6%	-$20.4K	0.04%	167
2024 Q1	$344K	Buy	12,792 +3,105	+32%	+$80.2K	0.05%	164
2023 Q4	$246K	Sell	9,687 -609	-6%	-$14.5K	0.04%	184
2023 Q3	$243K	Sell	10,296 -2,196	-18%	-$53.9K	0.04%	182
2023 Q2	$302K	Buy	12,492 +1,707	+16%	+$40.8K	0.05%	179
2023 Q1	$263K	Hold	10,785	–	–	0.05%	182
2022 Q4	$272K	Sell	10,785 -1,371	-11%	-$33.8K	0.05%	184
2022 Q3	$269K	Sell	12,156 -1,602	-12%	-$38.9K	0.06%	179
2022 Q2	$328K	Buy	13,758 +1,881	+16%	+$47.9K	0.06%	176
2022 Q1	$312K	Sell	11,877 -2,748	-19%	-$72K	0.05%	186
2021 Q4	$394K	Sell	14,625 -2,112	-13%	-$54.9K	0.06%	168
2021 Q3	$414K	Sell	16,737 -720	-4%	-$18.3K	0.07%	165
2021 Q2	$440K	Buy	17,457 +234	+1%	+$5.91K	0.08%	158
2021 Q1	$419K	Hold	17,223	–	–	0.08%	160
2020 Q4	$368K	Sell	17,223 -441	-2%	-$8.94K	0.08%	163
2020 Q3	$326K	Sell	17,664 -495	-3%	-$9.11K	0.09%	159
2020 Q2	$313K	Sell	18,159 -2,865	-14%	-$48.4K	0.1%	148
2020 Q1	$315K	Sell	21,024 -3,627	-15%	-$65.1K	0.13%	128
2019 Q4	$476K	Buy	24,651 +3,234	+15%	+$60.6K	0.16%	117
2019 Q3	$391K	Buy	21,417 +4,455	+26%	+$79.7K	0.15%	125
2019 Q2	$300K	Buy	16,962 +234	+1%	+$4.12K	0.12%	140
2019 Q1	$292K	Sell	16,728 -2,691	-14%	-$45.3K	0.12%	137
2018 Q4	$304K	Buy	19,419 +9,762	+101%	+$163K	0.14%	132
2018 Q3	$171K	Sell	9,657 -708	-7%	-$12.3K	0.06%	174
2018 Q2	$170K	Buy	+10,365	New	+$171K	0.07%	171

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

River Wealth Advisors's SCHD Position: Q2 2026 in Review

River Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.2% in Q2 2026, selling an estimated $7.01K and leaving 9,774 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #188.

River Wealth Advisors first reported a position in SCHD in Q2 2018 and has held it in 33 quarters since. The position peaked at $476K in Q4 2019. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

River Wealth Advisors held 9,774 shares of Schwab US Dividend Equity ETF worth $310K as of Q2 2026.
River Wealth Advisors sold 221 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $7.01K.
Schwab US Dividend Equity ETF made up 0.03% of River Wealth Advisors's portfolio in Q2 2026, its #188 holding.
River Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2018 and has held it in 33 quarters since.
River Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $476K in Q4 2019.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.