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

SOA Wealth Advisors’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	$934K	Sell	29,449 -3,181	-10%	-$101K	0.16%	89
2026 Q1	$1M	Buy	32,630 +10,581	+48%	+$321K	0.19%	76
2025 Q4	$605K	Sell	22,049 -733	-3%	-$19.9K	0.1%	109
2025 Q3	$622K	Sell	22,782 -3,223	-12%	-$87.9K	0.11%	106
2025 Q2	$689K	Sell	26,005 -10,435	-29%	-$273K	0.13%	98
2025 Q1	$1.02M	Buy	36,440 +587	+2%	+$16.4K	0.21%	71
2024 Q4	$979K	Sell	35,853 -1,734	-5%	-$49.3K	0.18%	74
2024 Q3	$1.06M	Sell	37,587 -627	-2%	-$17.1K	0.2%	72
2024 Q2	$990K	Sell	38,214 -1,317	-3%	-$34.3K	0.2%	74
2024 Q1	$1.06M	Buy	39,531 +399	+1%	+$10.3K	0.22%	67
2023 Q4	$993K	Buy	39,132 +5,691	+17%	+$136K	0.22%	64
2023 Q3	$789K	Buy	+33,441	New	+$821K	0.2%	67
2022 Q4	–	Sell	-750	Closed	-$16K	–	1007
2022 Q3	$16K	Buy	+750	New	+$18.2K	﹤0.01%	437

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

SOA Wealth Advisors's SCHD Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 9.7% in Q2 2026, selling an estimated $101K and leaving 29,449 shares worth $934K. The position accounts for 0.16% of the portfolio, ranked #89.

SOA Wealth Advisors first reported a position in SCHD in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.06M in Q1 2024. 516 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

SOA Wealth Advisors held 29,449 shares of Schwab US Dividend Equity ETF worth $934K as of Q2 2026.
SOA Wealth Advisors sold 3,181 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $101K.
Schwab US Dividend Equity ETF made up 0.16% of SOA Wealth Advisors's portfolio in Q2 2026, its #89 holding.
SOA Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 13 quarters since.
SOA Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $1.06M in Q1 2024.
516 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.