Spartan Wealth Advisory Services LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Spartan Wealth Advisory Services LLC’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	$7.13M	Sell	224,866 -9,979	-4%	-$317K	0.58%	47
2026 Q1	$7.21M	Buy	+234,845	New	+$7.12M	0.63%	40

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's SCHD Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.2% in Q2 2026, selling an estimated $317K and leaving 224,866 shares worth $7.13M. The position accounts for 0.58% of the portfolio, ranked #47.

Spartan Wealth Advisory Services LLC first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.21M in Q1 2026. 2,111 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Spartan Wealth Advisory Services LLC held 224,866 shares of Schwab US Dividend Equity ETF worth $7.13M as of Q2 2026.
Spartan Wealth Advisory Services LLC sold 9,979 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $317K.
Schwab US Dividend Equity ETF made up 0.58% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #47 holding.
Spartan Wealth Advisory Services LLC first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
Spartan Wealth Advisory Services LLC's Schwab US Dividend Equity ETF position peaked at $7.21M in Q1 2026.
2,111 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.