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

SK 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	$375K	Sell	10,976 -710	-6%	-$22.5K	0.08%	59
2026 Q1	$358K	Buy	11,686 +97	+0.8%	+$2.94K	0.1%	60
2025 Q4	$340K	Sell	11,589 -182	-2%	-$4.95K	0.09%	60
2025 Q3	$318K	Sell	11,771 -272	-2%	-$7.42K	0.12%	67
2025 Q2	$329K	Buy	12,043 +123	+1%	+$3.21K	0.14%	57
2025 Q1	$298K	Sell	11,920 -4,007	-25%	-$112K	0.16%	55
2024 Q4	$435K	Sell	15,927 -32,289	-67%	-$918K	0.22%	47
2024 Q3	$441K	Buy	+48,216	New	+$1.31M	0.23%	48

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

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

SK Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.1% in Q2 2026, selling an estimated $22.5K and leaving 10,976 shares worth $375K. The position accounts for 0.08% of the portfolio, ranked #59.

SK Wealth Management first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. The position peaked at $441K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

SK Wealth Management held 10,976 shares of Schwab US Dividend Equity ETF worth $375K as of Q2 2026.
SK Wealth Management sold 710 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $22.5K.
Schwab US Dividend Equity ETF made up 0.08% of SK Wealth Management's portfolio in Q2 2026, its #59 holding.
SK Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
SK Wealth Management's Schwab US Dividend Equity ETF position peaked at $441K in Q3 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.