Secure Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Secure Asset 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	$413K	Sell	13,033 -1,462	-10%	-$46.4K	0.06%	214
2026 Q1	$445K	Sell	14,495 -1,415	-9%	-$42.9K	0.07%	196
2025 Q4	$436K	Sell	15,910 -24,006	-60%	-$653K	0.07%	210
2025 Q3	$1.1M	Sell	39,916 -807	-2%	-$22K	0.18%	125
2025 Q2	$1.08M	Sell	40,723 -55,350	-58%	-$1.45M	0.2%	120
2025 Q1	$2.69M	Sell	96,073 -3,092	-3%	-$86.2K	0.54%	50
2024 Q4	$2.71M	Buy	99,165 +23,649	+31%	+$672K	0.41%	54
2024 Q3	$2.13M	Sell	75,516 -2,904	-4%	-$79.1K	0.36%	58
2024 Q2	$2.03M	Sell	78,420 -36	-0%	-$937	0.38%	56
2024 Q1	$2.11M	Buy	78,456 +1,800	+2%	+$46.5K	0.5%	44
2023 Q4	$1.95M	Sell	76,656 -5,409	-7%	-$129K	0.52%	44
2023 Q3	$1.94M	Sell	82,065 -18,447	-18%	-$453K	0.58%	43
2023 Q2	$2.43M	Sell	100,512 -774	-0.8%	-$18.5K	0.74%	27
2023 Q1	$2.47M	Sell	101,286 -10,959	-10%	-$274K	0.82%	28
2022 Q4	$2.83M	Sell	112,245 -14,301	-11%	-$353K	1.02%	18
2022 Q3	$2.8M	Sell	126,546 -7,845	-6%	-$191K	1.57%	10
2022 Q2	$3.21M	Buy	134,391 +642	+0.5%	+$16.3K	1.78%	10
2022 Q1	$3.52M	Buy	133,749 +71,073	+113%	+$1.86M	1.59%	10
2021 Q4	$1.69M	Buy	+62,676	New	+$1.63M	0.68%	22

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

Secure Asset Management's SCHD Position: Q2 2026 in Review

Secure Asset Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 10% in Q2 2026, selling an estimated $46.4K and leaving 13,033 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #214.

Secure Asset Management first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.52M in Q1 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Secure Asset Management held 13,033 shares of Schwab US Dividend Equity ETF worth $413K as of Q2 2026.
Secure Asset Management sold 1,462 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $46.4K.
Schwab US Dividend Equity ETF made up 0.06% of Secure Asset Management's portfolio in Q2 2026, its #214 holding.
Secure Asset Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
Secure Asset Management's Schwab US Dividend Equity ETF position peaked at $3.52M in Q1 2022.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.