SWA
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Sax Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sax 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 		$1.21M Buy
39,444
+23,408
+146% +$743K 0.05% 203
2026
Q1 		$440K Hold
16,036
– – 0.02% 310
2025
Q4 		$440K Buy
16,036
+639
+4% +$17.4K 0.02% 314
2025
Q3 		$420K Buy
15,397
+96
+0.6% +$2.62K 0.02% 304
2025
Q2 		$405K Sell
15,301
-807
-5% -$21.1K 0.02% 287
2025
Q1 		$450K Buy
16,108
+8,686
+117% +$242K 0.03% 234
2024
Q4 		$203K Hold
7,422
– – 0.02% 317
2024
Q3 		$209K Sell
7,422
-900
-11% -$24.5K 0.02% 273
2024
Q2 		$216K Sell
8,322
-13,980
-63% -$364K 0.02% 256
2024
Q1 		$599K Buy
22,302
+1,212
+6% +$31.3K 0.07% 104
2023
Q4 		$535K Buy
21,090
+4,275
+25% +$102K 0.09% 115
2023
Q3 		$397K Buy
+16,815
New +$413K 0.08% 125

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Sax Wealth Advisors's SCHD Position: Q2 2026 in Review

Sax Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 146% in Q2 2026, buying an estimated $743K and bringing the position to 39,444 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #203.

Sax Wealth Advisors first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. 536 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Sax Wealth Advisors held 39,444 shares of Schwab US Dividend Equity ETF worth $1.21M as of Q2 2026.
  • Sax Wealth Advisors bought 23,408 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $743K.
  • Schwab US Dividend Equity ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #203 holding.
  • Sax Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 536 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.