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

Simplicity Wealth’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	$2.23M	Buy	70,212 +12,410	+21%	+$394K	0.08%	252
2026 Q1	$1.77M	Buy	57,802 +1,005	+2%	+$30.5K	0.1%	197
2025 Q4	$1.56M	Sell	56,797 -37,686	-40%	-$1.02M	0.09%	210
2025 Q3	$2.58M	Sell	94,483 -18,596	-16%	-$507K	0.15%	150
2025 Q2	$3M	Sell	113,079 -34,105	-23%	-$891K	0.12%	163
2025 Q1	$4.12M	Buy	147,184 +113,807	+341%	+$3.17M	0.32%	72
2024 Q4	$912K	Sell	33,377 -60,400	-64%	-$1.72M	0.19%	99
2024 Q3	$2.64M	Sell	93,777 -32,676	-26%	-$890K	0.24%	89
2024 Q2	$3.28M	Sell	126,453 -34,587	-21%	-$900K	0.07%	257
2024 Q1	$4.33M	Buy	161,040 +144,048	+848%	+$3.72M	0.1%	199
2023 Q4	$431K	Buy	+16,992	New	+$405K	0.17%	112

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

Simplicity Wealth's SCHD Position: Q2 2026 in Review

Simplicity Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 21% in Q2 2026, buying an estimated $394K and bringing the position to 70,212 shares worth $2.23M. The position accounts for 0.08% of the portfolio, ranked #252.

Simplicity Wealth first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.33M in Q1 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Simplicity Wealth held 70,212 shares of Schwab US Dividend Equity ETF worth $2.23M as of Q2 2026.
Simplicity Wealth bought 12,410 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $394K.
Schwab US Dividend Equity ETF made up 0.08% of Simplicity Wealth's portfolio in Q2 2026, its #252 holding.
Simplicity Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Simplicity Wealth's Schwab US Dividend Equity ETF position peaked at $4.33M in Q1 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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