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

Shakespeare 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	$400K	Hold	12,624	–	–	0.11%	56
2026 Q1	$387K	Sell	12,624 -303	-2%	-$9.19K	0.09%	69
2025 Q4	$355K	Hold	12,927	–	–	0.08%	78
2025 Q3	$353K	Hold	12,927	–	–	0.08%	75
2025 Q2	$343K	Hold	12,927	–	–	0.09%	74
2025 Q1	$361K	Sell	12,927 -373	-3%	-$10.4K	0.1%	75
2024 Q4	$363K	Buy	13,300 +373	+3%	+$10.6K	0.1%	72
2024 Q3	$364K	Hold	12,927	–	–	0.1%	74
2024 Q2	$335K	Buy	+12,927	New	+$336K	0.1%	71

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

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

Shakespeare Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 12,624 shares worth $400K. The position accounts for 0.11% of the portfolio, ranked #56.

Shakespeare Wealth Management first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Shakespeare Wealth Management held 12,624 shares of Schwab US Dividend Equity ETF worth $400K as of Q2 2026.
Shakespeare Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.11% of Shakespeare Wealth Management's portfolio in Q2 2026, its #56 holding.
Shakespeare Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.