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

Rockwood 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	$215K	Buy	+6,770	New	+$215K	0.01%	126
2025 Q2	–	Sell	-12,784	Closed	-$357K	–	108
2025 Q1	$357K	Buy	12,784 +3,273	+34%	+$91.2K	0.04%	67
2024 Q4	$259K	Buy	9,511 +277	+3%	+$7.88K	0.03%	77
2024 Q3	$260K	Buy	9,234 +168	+2%	+$4.58K	0.03%	73
2024 Q2	$235K	Buy	+9,066	New	+$236K	0.03%	77

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

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

Rockwood Wealth Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 6,770 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #126 among its holdings. This is a return to the name: Rockwood Wealth Management previously reported a position in SCHD as recently as Q1 2025.

Rockwood Wealth Management first reported a position in SCHD in Q2 2024 and has held it in 5 quarters since. The position peaked at $357K in Q1 2025. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Rockwood Wealth Management held 6,770 shares of Schwab US Dividend Equity ETF worth $215K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Rockwood Wealth Management position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Rockwood Wealth Management's portfolio in Q2 2026, its #126 holding.
Rockwood Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 5 quarters since.
Rockwood Wealth Management's Schwab US Dividend Equity ETF position peaked at $357K in Q1 2025.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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