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

SeaCrest Wealth Management’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	$3.83M	Sell	120,926 -5,484	-4%	-$174K	0.42%	42
2026 Q1	$3.88M	Buy	126,410 +21,818	+21%	+$662K	0.41%	42
2025 Q4	$2.92M	Sell	104,592 -6,520	-6%	-$177K	0.3%	62
2025 Q3	$3.02M	Sell	111,112 -1,725	-2%	-$47.1K	0.32%	56
2025 Q2	$2.99M	Buy	112,837 +563	+0.5%	+$14.7K	0.32%	60
2025 Q1	$3.14M	Sell	112,274 -7,685	-6%	-$214K	0.36%	46
2024 Q4	$3.28M	Buy	119,959 +901	+0.8%	+$25.6K	0.34%	45
2024 Q3	$3.35M	Buy	119,058 +534	+0.5%	+$14.5K	0.36%	42
2024 Q2	$3.07M	Sell	118,524 -102	-0.1%	-$2.65K	0.35%	46
2024 Q1	$3.19M	Buy	118,626 +18,948	+19%	+$490K	0.39%	41
2023 Q4	$2.54M	Sell	99,678 -23,493	-19%	-$560K	0.31%	51
2023 Q3	$2.91M	Buy	123,171 +4,761	+4%	+$117K	0.38%	47
2023 Q2	$2.87M	Buy	118,410 +5,226	+5%	+$125K	0.36%	48
2023 Q1	$2.76M	Sell	113,184 -7,965	-7%	-$199K	0.37%	49
2022 Q4	$3.05M	Sell	121,149 -11,244	-8%	-$278K	0.44%	40
2022 Q3	$2.93M	Sell	132,393 -1,074	-0.8%	-$26.1K	0.45%	43
2022 Q2	$3.19M	Sell	133,467 -1,077	-0.8%	-$27.4K	0.4%	39
2022 Q1	$3.54M	Buy	134,544 +21,663	+19%	+$567K	0.41%	41
2021 Q4	$3.04M	Sell	112,881 -4,896	-4%	-$127K	0.33%	58
2021 Q3	$2.92M	Sell	117,777 -9,018	-7%	-$229K	0.35%	58
2021 Q2	$3.2M	Sell	126,795 -3,768	-3%	-$95.1K	0.39%	50
2021 Q1	$3.17M	Sell	130,563 -975	-0.7%	-$22.2K	0.42%	49
2020 Q4	$2.81M	Buy	131,538 +2,037	+2%	+$41.3K	0.4%	50
2020 Q3	$2.39M	Sell	129,501 -8,151	-6%	-$150K	0.38%	52
2020 Q2	$2.37M	Sell	137,652 -3,000	-2%	-$50.7K	0.41%	54
2020 Q1	$2.11M	Buy	140,652 +1,317	+0.9%	+$23.6K	0.45%	51
2019 Q4	$2.69M	Buy	139,335 +16,164	+13%	+$303K	0.45%	49
2019 Q3	$2.25M	Buy	123,171 +35,283	+40%	+$631K	0.42%	53
2019 Q2	$1.55M	Buy	87,888 +9,369	+12%	+$165K	0.32%	72
2019 Q1	$1.37M	Buy	78,519 +8,454	+12%	+$142K	0.23%	89
2018 Q4	$1.1M	Buy	70,065 +987	+1%	+$16.4K	0.23%	93
2018 Q3	$1.22M	Sell	69,078 -7,416	-10%	-$128K	0.21%	92
2018 Q2	$1.26M	Sell	76,494 -219	-0.3%	-$3.6K	0.23%	89
2018 Q1	$1.25M	Buy	76,713 +18,462	+32%	+$315K	0.23%	94
2017 Q4	$994K	Buy	+58,251	New	+$957K	0.18%	108

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

SeaCrest Wealth Management's SCHD Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.3% in Q2 2026, selling an estimated $174K and leaving 120,926 shares worth $3.83M. The position accounts for 0.42% of the portfolio, ranked #42.

SeaCrest Wealth Management first reported a position in SCHD in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.88M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

SeaCrest Wealth Management held 120,926 shares of Schwab US Dividend Equity ETF worth $3.83M as of Q2 2026.
SeaCrest Wealth Management sold 5,484 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $174K.
Schwab US Dividend Equity ETF made up 0.42% of SeaCrest Wealth Management's portfolio in Q2 2026, its #42 holding.
SeaCrest Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 35 quarters since.
SeaCrest Wealth Management's Schwab US Dividend Equity ETF position peaked at $3.88M in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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