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

Riverbend 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	$205K	Buy	+6,481	New	+$206K	0.1%	170
2025 Q2	–	Sell	-17,058	Closed	-$477K	–	141
2025 Q1	$477K	Buy	17,058 +1,457	+9%	+$40.6K	0.43%	71
2024 Q4	$426K	Buy	+15,601	New	+$444K	0.38%	75

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 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

AAIM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Riverbend Wealth Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 6,481 shares worth $205K. The stake represents 0.1% of the portfolio and ranks #170 among its holdings. This is a return to the name: Riverbend Wealth Management previously reported a position in SCHD as recently as Q1 2025.

Riverbend Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 3 quarters since. The position peaked at $477K in Q1 2025. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Riverbend Wealth Management held 6,481 shares of Schwab US Dividend Equity ETF worth $205K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Riverbend Wealth Management position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.1% of Riverbend Wealth Management's portfolio in Q2 2026, its #170 holding.
Riverbend Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 3 quarters since.
Riverbend Wealth Management's Schwab US Dividend Equity ETF position peaked at $477K in Q1 2025.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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