SWM
SCHD icon

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

Sherman 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 		$582K Sell
18,359
-595
-3% -$18.9K 0.44% 46
2026
Q1 		$582K Buy
18,954
+31
+0.2% +$940 0.5% 45
2025
Q4 		$519K Buy
+18,923
New +$515K 0.45% 50

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

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

Sherman Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.1% in Q2 2026, selling an estimated $18.9K and leaving 18,359 shares worth $582K. The position accounts for 0.44% of the portfolio, ranked #46.

Sherman Wealth Management first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 1,595 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Sherman Wealth Management held 18,359 shares of Schwab US Dividend Equity ETF worth $582K as of Q2 2026.
  • Sherman Wealth Management sold 595 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $18.9K.
  • Schwab US Dividend Equity ETF made up 0.44% of Sherman Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Sherman Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,595 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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