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

RWA Wealth Partners’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	$2.22M	Buy	69,854 +3,289	+5%	+$104K	0.02%	258
2026 Q1	$2.04M	Buy	66,565 +3,740	+6%	+$113K	0.02%	257
2025 Q4	$1.72M	Buy	62,825 +16,267	+35%	+$442K	0.02%	280
2025 Q3	$1.27M	Buy	46,558 +828	+2%	+$22.6K	0.01%	317
2025 Q2	$1.21M	Sell	45,730 -539	-1%	-$14.1K	0.02%	299
2025 Q1	$1.29M	Buy	46,269 +712	+2%	+$19.8K	0.02%	286
2024 Q4	$1.24M	Buy	45,557 +2,393	+6%	+$68K	0.02%	294
2024 Q3	$1.22M	Sell	43,164 -2,301	-5%	-$62.7K	0.02%	297
2024 Q2	$1.18M	Buy	45,465 +900	+2%	+$23.4K	0.02%	281
2024 Q1	$1.2M	Buy	44,565 +9,273	+26%	+$240K	0.02%	281
2023 Q4	$896K	Buy	35,292 +11,838	+50%	+$282K	0.01%	306
2023 Q3	$553K	Buy	23,454 +6,096	+35%	+$150K	0.01%	247
2023 Q2	$420K	Buy	17,358 +756	+5%	+$18.1K	0.01%	246
2023 Q1	$405K	Buy	16,602 +2,235	+16%	+$55.9K	0.01%	189
2022 Q4	$372K	Sell	14,367 -126	-0.9%	-$3.11K	0.01%	200
2022 Q3	$321K	Sell	14,493 -1,485	-9%	-$36.1K	0.02%	192
2022 Q2	$381K	Buy	15,978 +477	+3%	+$12.1K	0.03%	177
2022 Q1	$408K	Buy	15,501 +1,104	+8%	+$28.9K	0.03%	182
2021 Q4	$388K	Sell	14,397 -45	-0.3%	-$1.17K	0.03%	190
2021 Q3	$357K	Buy	+14,442	New	+$367K	0.03%	193
2018 Q3	–	Sell	-387	Closed	-$6K	–	612
2018 Q2	$6K	Buy	+387	New	+$6.37K	﹤0.01%	663

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

RWA Wealth Partners's SCHD Position: Q2 2026 in Review

RWA Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.9% in Q2 2026, buying an estimated $104K and bringing the position to 69,854 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #258.

RWA Wealth Partners first reported a position in SCHD in Q2 2018 and has held it in 21 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

RWA Wealth Partners held 69,854 shares of Schwab US Dividend Equity ETF worth $2.22M as of Q2 2026.
RWA Wealth Partners bought 3,289 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $104K.
Schwab US Dividend Equity ETF made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #258 holding.
RWA Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2018 and has held it in 21 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.