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

Silvia McColl 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	$1.51M	Buy	47,595 +89	+0.2%	+$2.82K	0.91%	34
2026 Q1	$1.46M	Sell	47,506 -1,799	-4%	-$54.6K	0.96%	34
2025 Q4	$1.35M	Sell	49,305 -9,508	-16%	-$259K	0.9%	34
2025 Q3	$1.61M	Sell	58,813 -84,474	-59%	-$2.3M	1.09%	28
2025 Q2	$3.8M	Sell	143,287 -554,246	-79%	-$14.5M	2.76%	7
2025 Q1	$19.5M	Sell	697,533 -1,589	-0.2%	-$44.3K	14.79%	1
2024 Q4	$19.1M	Buy	699,122 +3,092	+0.4%	+$87.9K	14.31%	1
2024 Q3	$19.6M	Buy	696,030 +70,218	+11%	+$1.91M	14.68%	1
2024 Q2	$16.2M	Buy	625,812 +6,585	+1%	+$171K	13.42%	1
2024 Q1	$16.1M	Sell	619,227 -16,257	-3%	-$420K	13.83%	1
2023 Q4	$16.1M	Buy	635,484 +21,603	+4%	+$515K	14.52%	1
2023 Q3	$14.5M	Buy	613,881 +24,543	+4%	+$602K	14.48%	1
2023 Q2	$14.3M	Buy	589,338 +31,152	+6%	+$744K	13.24%	1
2023 Q1	$13.6M	Buy	558,186 +41,757	+8%	+$1.04M	13.49%	1
2022 Q4	$13M	Buy	+516,429	New	+$12.7M	12.77%	1

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Silvia McColl Wealth Management's SCHD Position: Q2 2026 in Review

Silvia McColl Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.19% in Q2 2026, buying an estimated $2.82K and bringing the position to 47,595 shares worth $1.51M. The position accounts for 0.91% of the portfolio, ranked #34.

Silvia McColl Wealth Management first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.6M in Q3 2024. 536 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Silvia McColl Wealth Management held 47,595 shares of Schwab US Dividend Equity ETF worth $1.51M as of Q2 2026.
Silvia McColl Wealth Management bought 89 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.82K.
Schwab US Dividend Equity ETF made up 0.91% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #34 holding.
Silvia McColl Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
Silvia McColl Wealth Management's Schwab US Dividend Equity ETF position peaked at $19.6M in Q3 2024.
536 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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