San Luis Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

San Luis Wealth Advisors’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	$1.97M	Buy	62,195 +485	+0.8%	+$15.4K	0.3%	58
2026 Q1	$1.89M	Buy	61,710 +330	+0.5%	+$10K	0.31%	56
2025 Q4	$1.68M	Buy	61,380 +8,936	+17%	+$243K	0.28%	59
2025 Q3	$1.43M	Buy	52,444 +788	+2%	+$21.5K	0.26%	61
2025 Q2	$1.37M	Buy	51,656 +4,182	+9%	+$109K	0.29%	54
2025 Q1	$1.33M	Buy	47,474 +6,221	+15%	+$173K	0.3%	49
2024 Q4	$1.13M	Buy	41,253 +2,910	+8%	+$82.7K	0.21%	51
2024 Q3	$1.08M	Buy	38,343 +741	+2%	+$20.2K	0.22%	49
2024 Q2	$975K	Buy	+37,602	New	+$979K	0.23%	51

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

San Luis Wealth Advisors's SCHD Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.79% in Q2 2026, buying an estimated $15.4K and bringing the position to 62,195 shares worth $1.97M. The position accounts for 0.3% of the portfolio, ranked #58.

San Luis Wealth Advisors first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

San Luis Wealth Advisors held 62,195 shares of Schwab US Dividend Equity ETF worth $1.97M as of Q2 2026.
San Luis Wealth Advisors bought 485 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $15.4K.
Schwab US Dividend Equity ETF made up 0.3% of San Luis Wealth Advisors's portfolio in Q2 2026, its #58 holding.
San Luis Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.