RWB
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RMR Wealth Builders’s Schwab US Dividend Equity ETF SCHD Stock Holding History

RMR Wealth Builders’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 		$746K Buy
23,540
+11,871
+102% +$377K 0.05% 157
2026
Q1 		$358K Sell
11,669
-544
-4% -$16.5K 0.03% 210
2025
Q4 		$335K Sell
12,213
-451
-4% -$12.3K 0.03% 219
2025
Q3 		$346K Sell
12,664
-3,621
-22% -$98.8K 0.03% 217
2025
Q2 		$432K Buy
16,285
+519
+3% +$13.6K 0.04% 179
2025
Q1 		$441K Buy
15,766
+1,126
+8% +$31.4K 0.05% 161
2024
Q4 		$400K Buy
14,640
+2,118
+17% +$60.2K 0.04% 174
2024
Q3 		$353K Buy
12,522
+696
+6% +$19K 0.04% 193
2024
Q2 		$306K Sell
11,826
-2,610
-18% -$67.9K 0.04% 196
2024
Q1 		$388K Buy
14,436
+840
+6% +$21.7K 0.05% 174
2023
Q4 		$345K Sell
13,596
-1,635
-11% -$39K 0.05% 177
2023
Q3 		$359K Sell
15,231
-510
-3% -$12.5K 0.06% 166
2023
Q2 		$381K Buy
15,741
+1,590
+11% +$38K 0.06% 141
2023
Q1 		$345K Buy
+14,151
New +$354K 0.07% 149
2021
Q2 		– Sell
-2,859
Closed -$69K – 598
2021
Q1 		$69K Buy
+2,859
New +$65K 0.02% 318
2020
Q4 		– Sell
-11,058
Closed -$204K – 550
2020
Q3 		$204K Buy
+11,058
New +$203K 0.05% 201

Other funds holding SCHD

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
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
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
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

RMR Wealth Builders's SCHD Position: Q2 2026 in Review

RMR Wealth Builders increased its Schwab US Dividend Equity ETF (SCHD) stake by 102% in Q2 2026, buying an estimated $377K and bringing the position to 23,540 shares worth $746K. The position accounts for 0.05% of the portfolio, ranked #157.

RMR Wealth Builders first reported a position in SCHD in Q3 2020 and has held it in 16 quarters since. 833 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • RMR Wealth Builders held 23,540 shares of Schwab US Dividend Equity ETF worth $746K as of Q2 2026.
  • RMR Wealth Builders bought 11,871 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $377K.
  • Schwab US Dividend Equity ETF made up 0.05% of RMR Wealth Builders's portfolio in Q2 2026, its #157 holding.
  • RMR Wealth Builders first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 16 quarters since.
  • 833 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.