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

Spire 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 		$6.15M Buy
193,912
+2,288
+1% +$72.6K 0.19% 113
2026
Q1 		$5.88M Buy
191,624
+3,548
+2% +$108K 0.2% 105
2025
Q4 		$5.16M Buy
188,076
+2,282
+1% +$62K 0.17% 117
2025
Q3 		$5.07M Sell
185,794
-4,858
-3% -$133K 0.17% 116
2025
Q2 		$5.05M Sell
190,652
-99,271
-34% -$2.59M 0.18% 106
2025
Q1 		$8.11M Buy
289,923
+8,817
+3% +$246K 0.26% 82
2024
Q4 		$7.68M Sell
281,106
-11,118
-4% -$316K 0.24% 90
2024
Q3 		$8.23M Buy
292,224
+5,925
+2% +$161K 0.28% 82
2024
Q2 		$7.42M Sell
286,299
-9,720
-3% -$253K 0.26% 86
2024
Q1 		$7.96M Buy
296,019
+7,830
+3% +$202K 0.14% 107
2023
Q4 		$7.36M Buy
288,189
+15,897
+6% +$379K 0.24% 85
2023
Q3 		$6.42M Buy
272,292
+10,107
+4% +$248K 0.24% 80
2023
Q2 		$6.35M Buy
262,185
+23,760
+10% +$568K 0.23% 88
2023
Q1 		$5.81M Buy
238,425
+95,001
+66% +$2.38M 0.23% 99
2022
Q4 		$3.61M Buy
143,424
+39,789
+38% +$982K 0.2% 111
2022
Q3 		$2.29M Buy
103,635
+8,343
+9% +$203K 0.14% 128
2022
Q2 		$2.27M Buy
95,292
+15,981
+20% +$407K 0.09% 187
2022
Q1 		$2.09M Sell
79,311
-178,110
-69% -$4.66M 0.06% 267
2021
Q4 		$6.94M Buy
257,421
+215,061
+508% +$5.59M 0.15% 149
2021
Q3 		$1.05M Sell
42,360
-2,001
-5% -$50.9K 0.03% 400
2021
Q2 		$1.12M Sell
44,361
-178,719
-80% -$4.51M 0.03% 397
2021
Q1 		$5.46M Buy
+223,080
New +$5.07M 0.15% 151

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

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

Spire Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q2 2026, buying an estimated $72.6K and bringing the position to 193,912 shares worth $6.15M. The position accounts for 0.19% of the portfolio, ranked #113.

Spire Wealth Management first reported a position in SCHD in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.23M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Spire Wealth Management held 193,912 shares of Schwab US Dividend Equity ETF worth $6.15M as of Q2 2026.
  • Spire Wealth Management bought 2,288 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $72.6K.
  • Schwab US Dividend Equity ETF made up 0.19% of Spire Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Spire Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Schwab US Dividend Equity ETF position peaked at $8.23M in Q3 2024.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.