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

SIMA 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	$362K	Buy	11,418 +5	+0%	+$159	0.26%	36
2026 Q1	$350K	Buy	11,413 +5	+0%	+$152	0.27%	36
2025 Q4	$313K	Sell	11,408 -708	-6%	-$19.3K	0.24%	39
2025 Q3	$331K	Buy	12,116 +6	+0%	+$164	0.25%	36
2025 Q2	$321K	Buy	12,110 +6	+0%	+$157	0.26%	35
2025 Q1	$338K	Sell	12,104 -1,777	-13%	-$49.5K	0.28%	36
2024 Q4	$379K	Sell	13,881 -204	-1%	-$5.8K	0.32%	32
2024 Q3	$397K	Sell	14,085 -387	-3%	-$10.5K	0.34%	31
2024 Q2	$375K	Buy	+14,472	New	+$377K	0.36%	32

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

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

SIMA Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.04% in Q2 2026, buying an estimated $159 and bringing the position to 11,418 shares worth $362K. The position accounts for 0.26% of the portfolio, ranked #36.

SIMA Wealth Partners first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. The position peaked at $397K in Q3 2024. 2,123 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

SIMA Wealth Partners held 11,418 shares of Schwab US Dividend Equity ETF worth $362K as of Q2 2026.
SIMA Wealth Partners bought 5 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $159.
Schwab US Dividend Equity ETF made up 0.26% of SIMA Wealth Partners's portfolio in Q2 2026, its #36 holding.
SIMA Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Schwab US Dividend Equity ETF position peaked at $397K in Q3 2024.
2,123 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.