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

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 22.9% 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

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. 2,148 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.
2,148 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.