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

Sard 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	$15.1M	Buy	475,724 +18,308	+4%	+$581K	7.21%	6
2026 Q1	$14M	Buy	457,416 +748	+0.2%	+$22.7K	7.63%	5
2025 Q4	$12.5M	Buy	456,668 +10,047	+2%	+$273K	6.87%	6
2025 Q3	$12.2M	Buy	446,621 +16,351	+4%	+$446K	6.96%	6
2025 Q2	$11.4M	Buy	430,270 +6,719	+2%	+$175K	7.03%	6
2025 Q1	$11.8M	Buy	423,551 +9,878	+2%	+$275K	7.94%	6
2024 Q4	$11.3M	Sell	413,673 -3,927	-0.9%	-$112K	7.59%	6
2024 Q3	$11.8M	Buy	417,600 +4,995	+1%	+$136K	7.78%	6
2024 Q2	$10.7M	Buy	412,605 +394,353	+2,161%	+$10.3M	7.51%	6
2024 Q1	$491K	Buy	+18,252	New	+$472K	0.44%	26

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

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

Sard Wealth Management Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 4% in Q2 2026, buying an estimated $581K and bringing the position to 475,724 shares worth $15.1M. The position accounts for 7.21% of the portfolio, ranked #6.

Sard Wealth Management Group first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sard Wealth Management Group held 475,724 shares of Schwab US Dividend Equity ETF worth $15.1M as of Q2 2026.
Sard Wealth Management Group bought 18,308 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $581K.
Schwab US Dividend Equity ETF made up 7.21% of Sard Wealth Management Group's portfolio in Q2 2026, its #6 holding.
Sard Wealth Management Group first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.