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

Silverlake 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	$3.26M	Buy	102,656 +7,580	+8%	+$240K	0.62%	36
2026 Q1	$2.92M	Sell	95,076 -334	-0.4%	-$10.1K	0.61%	36
2025 Q4	$2.62M	Sell	95,410 -2,332	-2%	-$63.4K	0.58%	39
2025 Q3	$2.67M	Buy	97,742 +2,994	+3%	+$81.7K	0.65%	29
2025 Q2	$2.51M	Buy	94,748 +9,529	+11%	+$249K	0.73%	30
2025 Q1	$2.38M	Buy	85,219 +4,646	+6%	+$130K	0.9%	23
2024 Q4	$2.2M	Buy	80,573 +7,790	+11%	+$221K	0.84%	24
2024 Q3	$2.05M	Buy	72,783 +5,961	+9%	+$162K	0.78%	28
2024 Q2	$1.73M	Sell	66,822 -3,051	-4%	-$79.4K	0.71%	29
2024 Q1	$1.88M	Sell	69,873 -4,821	-6%	-$125K	0.96%	22
2023 Q4	$1.9M	Buy	74,694 +855	+1%	+$20.4K	1.04%	18
2023 Q3	$1.74M	Buy	73,839 +9,750	+15%	+$239K	0.98%	20
2023 Q2	$1.55M	Buy	64,089 +3,918	+7%	+$93.6K	0.86%	24
2023 Q1	$1.47M	Buy	60,171 +5,571	+10%	+$139K	0.89%	26
2022 Q4	$1.37M	Sell	54,600 -1,548	-3%	-$38.2K	0.86%	26
2022 Q3	$1.24M	Buy	56,148 +2,307	+4%	+$56K	0.84%	28
2022 Q2	$1.29M	Sell	53,841 -150	-0.3%	-$3.82K	0.84%	28
2022 Q1	$1.42M	Sell	53,991 -20,622	-28%	-$540K	0.81%	31
2021 Q4	$2.01M	Buy	+74,613	New	+$1.94M	1.08%	18

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

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

Silverlake Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 8% in Q2 2026, buying an estimated $240K and bringing the position to 102,656 shares worth $3.26M. The position accounts for 0.62% of the portfolio, ranked #36.

Silverlake Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Silverlake Wealth Management held 102,656 shares of Schwab US Dividend Equity ETF worth $3.26M as of Q2 2026.
Silverlake Wealth Management bought 7,580 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $240K.
Schwab US Dividend Equity ETF made up 0.62% of Silverlake Wealth Management's portfolio in Q2 2026, its #36 holding.
Silverlake Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.