Semus Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Semus Wealth Partners’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	$1.62M	Sell	51,161 -156	-0.3%	-$4.95K	0.78%	29
2026 Q1	$1.57M	Buy	51,317 +347	+0.7%	+$10.5K	0.88%	28
2025 Q4	$1.4M	Buy	50,970 +411	+0.8%	+$11.2K	0.75%	31
2025 Q3	$1.38M	Sell	50,559 -474	-0.9%	-$12.9K	0.78%	29
2025 Q2	$1.35M	Buy	51,033 +420	+0.8%	+$11K	0.88%	29
2025 Q1	$1.42M	Sell	50,613 -984	-2%	-$27.4K	0.99%	26
2024 Q4	$1.41M	Sell	51,597 -354	-0.7%	-$10.1K	0.93%	25
2024 Q3	$1.46M	Sell	51,951 -2,280	-4%	-$62.1K	1.02%	24
2024 Q2	$1.41M	Sell	54,231 -9,951	-16%	-$259K	1.09%	20
2024 Q1	$1.73M	Sell	64,182 -56,184	-47%	-$1.45M	1.45%	14
2023 Q4	$3.05M	Sell	120,366 -22,461	-16%	-$535K	2.5%	6
2023 Q3	$3.37M	Sell	142,827 -930	-0.6%	-$22.8K	3.14%	6
2023 Q2	$3.48M	Buy	143,757 +16,167	+13%	+$386K	3.2%	5
2023 Q1	$3.11M	Buy	127,590 +21,837	+21%	+$546K	3.34%	3
2022 Q4	$2.66M	Buy	+105,753	New	+$2.61M	3.23%	3

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

Semus Wealth Partners's SCHD Position: Q2 2026 in Review

Semus Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.3% in Q2 2026, selling an estimated $4.95K and leaving 51,161 shares worth $1.62M. The position accounts for 0.78% of the portfolio, ranked #29.

Semus Wealth Partners first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.48M in Q2 2023. 2,141 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Semus Wealth Partners held 51,161 shares of Schwab US Dividend Equity ETF worth $1.62M as of Q2 2026.
Semus Wealth Partners sold 156 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.95K.
Schwab US Dividend Equity ETF made up 0.78% of Semus Wealth Partners's portfolio in Q2 2026, its #29 holding.
Semus Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
Semus Wealth Partners's Schwab US Dividend Equity ETF position peaked at $3.48M in Q2 2023.
2,141 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.