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

RVW Wealth’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	$4.32M	Buy	136,106 +11,758	+9%	+$373K	0.28%	45
2026 Q1	$3.81M	Sell	124,348 -18,121	-13%	-$550K	0.3%	45
2025 Q4	$3.91M	Sell	142,469 -12,770	-8%	-$347K	0.3%	41
2025 Q3	$4.24M	Sell	155,239 -7,816	-5%	-$213K	0.33%	41
2025 Q2	$4.32M	Sell	163,055 -25,438	-13%	-$664K	0.37%	40
2025 Q1	$5.27M	Sell	188,493 -467,273	-71%	-$13M	0.5%	36
2024 Q4	$17.9M	Sell	655,766 -25,453	-4%	-$724K	1.67%	23
2024 Q3	$19.2M	Buy	681,219 +14,457	+2%	+$394K	1.78%	22
2024 Q2	$17.3M	Buy	666,762 +22,074	+3%	+$575K	1.72%	24
2024 Q1	$17.3M	Buy	644,688 +35,184	+6%	+$909K	1.78%	21
2023 Q4	$15.5M	Sell	609,504 -24,852	-4%	-$592K	1.7%	25
2023 Q3	$15M	Sell	634,356 -310,152	-33%	-$7.61M	1.8%	23
2023 Q2	$22.9M	Buy	944,508 +460,191	+95%	+$11M	2.7%	10
2023 Q1	$11.8M	Buy	484,317 +451,464	+1,374%	+$11.3M	1.46%	27
2022 Q4	$827K	Sell	32,853 -36,627	-53%	-$904K	0.11%	80
2022 Q3	$1.54M	Sell	69,480 -4,137	-6%	-$101K	0.22%	61
2022 Q2	$1.76M	Buy	+73,617	New	+$1.87M	0.24%	58

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

RVW Wealth's SCHD Position: Q2 2026 in Review

RVW Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 9.5% in Q2 2026, buying an estimated $373K and bringing the position to 136,106 shares worth $4.32M. The position accounts for 0.28% of the portfolio, ranked #45.

RVW Wealth first reported a position in SCHD in Q2 2022 and has held it in 17 quarters since. The position peaked at $22.9M in Q2 2023. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

RVW Wealth held 136,106 shares of Schwab US Dividend Equity ETF worth $4.32M as of Q2 2026.
RVW Wealth bought 11,758 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $373K.
Schwab US Dividend Equity ETF made up 0.28% of RVW Wealth's portfolio in Q2 2026, its #45 holding.
RVW Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 17 quarters since.
RVW Wealth's Schwab US Dividend Equity ETF position peaked at $22.9M in Q2 2023.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.