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

SpringVest 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	$2.75M	Buy	86,795 +3,992	+5%	+$127K	1.73%	12
2026 Q1	$2.54M	Sell	82,803 -2,479	-3%	-$75.2K	1.74%	14
2025 Q4	$2.34M	Buy	85,282 +45	+0.1%	+$1.22K	1.63%	16
2025 Q3	$2.33M	Buy	85,237 +2,906	+4%	+$79.3K	1.71%	15
2025 Q2	$2.18M	Sell	82,331 -19,016	-19%	-$497K	1.77%	15
2025 Q1	$2.83M	Buy	101,347 +1,422	+1%	+$39.6K	2.35%	11
2024 Q4	$2.73M	Buy	+99,925	New	+$2.84M	2.34%	11

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

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

SpringVest Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.8% in Q2 2026, buying an estimated $127K and bringing the position to 86,795 shares worth $2.75M. The position accounts for 1.73% of the portfolio, ranked #12.

SpringVest Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.83M in Q1 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

SpringVest Wealth Management held 86,795 shares of Schwab US Dividend Equity ETF worth $2.75M as of Q2 2026.
SpringVest Wealth Management bought 3,992 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $127K.
Schwab US Dividend Equity ETF made up 1.73% of SpringVest Wealth Management's portfolio in Q2 2026, its #12 holding.
SpringVest Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
SpringVest Wealth Management's Schwab US Dividend Equity ETF position peaked at $2.83M in Q1 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.