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

Smith Salley 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	$390K	Buy	12,296 +95	+0.8%	+$3.01K	0.02%	215
2026 Q1	$374K	Sell	12,201 -4,305	-26%	-$131K	0.02%	206
2025 Q4	$453K	Sell	16,506 -1,967	-11%	-$53.5K	0.02%	193
2025 Q3	$504K	Buy	18,473 +10,068	+120%	+$275K	0.03%	183
2025 Q2	$223K	Sell	8,405 -21,882	-72%	-$571K	0.01%	244
2025 Q1	$847K	Buy	30,287 +20,590	+212%	+$574K	0.06%	147
2024 Q4	$265K	Buy	9,697 +1,495	+18%	+$42.5K	0.02%	218
2024 Q3	$231K	Buy	8,202 +6	+0.1%	+$163	0.02%	226
2024 Q2	$212K	Buy	8,196 +504	+7%	+$13.1K	0.02%	222
2024 Q1	$207K	Sell	7,692 -258	-3%	-$6.67K	0.02%	219
2023 Q4	$202K	Sell	7,950 -1,395	-15%	-$33.2K	0.01%	238
2023 Q3	$220K	Buy	+9,345	New	+$229K	0.02%	221

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Smith Salley Wealth Management's SCHD Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.78% in Q2 2026, buying an estimated $3.01K and bringing the position to 12,296 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #215.

Smith Salley Wealth Management first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. The position peaked at $847K in Q1 2025. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Smith Salley Wealth Management held 12,296 shares of Schwab US Dividend Equity ETF worth $390K as of Q2 2026.
Smith Salley Wealth Management bought 95 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.01K.
Schwab US Dividend Equity ETF made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #215 holding.
Smith Salley Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
Smith Salley Wealth Management's Schwab US Dividend Equity ETF position peaked at $847K in Q1 2025.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.