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

Sanchez Wealth Management Group’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	$502K	Hold	15,829	–	–	0.09%	34
2026 Q1	$486K	Hold	15,829	–	–	0.11%	35
2025 Q4	$434K	Hold	15,829	–	–	0.09%	37
2025 Q3	$432K	Hold	15,829	–	–	0.1%	34
2025 Q2	$419K	Hold	15,829	–	–	0.1%	33
2025 Q1	$443K	Hold	15,829	–	–	0.12%	34
2024 Q4	$432K	Buy	15,829 +1	+0%	+$28	0.12%	34
2024 Q3	$446K	Hold	15,828	–	–	0.14%	30
2024 Q2	$410K	Hold	15,828	–	–	0.13%	30
2024 Q1	$425K	Hold	15,828	–	–	0.14%	31
2023 Q4	$402K	Hold	15,828	–	–	0.15%	27
2023 Q3	$373K	Hold	15,828	–	–	0.15%	28
2023 Q2	$383K	Hold	15,828	–	–	0.16%	27
2023 Q1	$386K	Hold	15,828	–	–	0.17%	25
2022 Q4	$399K	Hold	15,828	–	–	0.2%	25
2022 Q3	$351K	Hold	15,828	–	–	0.19%	23
2022 Q2	$378K	Hold	15,828	–	–	0.19%	26
2022 Q1	$416K	Hold	15,828	–	–	0.17%	26
2021 Q4	$426K	Hold	15,828	–	–	0.18%	25
2021 Q3	$392K	Hold	15,828	–	–	0.18%	26
2021 Q2	$399K	Hold	15,828	–	–	0.18%	26
2021 Q1	$385K	Hold	15,828	–	–	0.2%	25
2020 Q4	$338K	Hold	15,828	–	–	0.18%	23
2020 Q3	$292K	Hold	15,828	–	–	0.17%	21
2020 Q2	$273K	Hold	15,828	–	–	0.18%	20
2020 Q1	$237K	Hold	15,828	–	–	0.22%	19
2019 Q4	$306K	Hold	15,828	–	–	0.22%	19
2019 Q3	$289K	Hold	15,828	–	–	0.24%	19
2019 Q2	$280K	Hold	15,828	–	–	0.24%	19
2019 Q1	$276K	Hold	15,828	–	–	0.25%	19
2018 Q4	$248K	Buy	+15,828	New	+$264K	0.27%	20
2018 Q3	–	Sell	-15,828	Closed	-$260K	–	25
2018 Q2	$260K	Buy	15,828 +129	+0.8%	+$2.12K	0.25%	19
2018 Q1	$251K	Buy	15,699 +81	+0.5%	+$1.38K	0.25%	22
2017 Q4	$272K	Buy	+15,618	New	+$257K	0.28%	20

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

Sanchez Wealth Management Group's SCHD Position: Q2 2026 in Review

Sanchez Wealth Management Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 15,829 shares worth $502K. The position accounts for 0.09% of the portfolio, ranked #34.

Sanchez Wealth Management Group first reported a position in SCHD in Q4 2017 and has held it in 34 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sanchez Wealth Management Group held 15,829 shares of Schwab US Dividend Equity ETF worth $502K as of Q2 2026.
Sanchez Wealth Management Group left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.09% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #34 holding.
Sanchez Wealth Management Group first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 34 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.