Strategic Family Wealth Counselors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Strategic Family Wealth Counselors’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	$14.7M	Buy	464,827 +7,542	+2%	+$239K	3.43%	2
2026 Q1	$14M	Sell	457,285 -3,217	-0.7%	-$97.6K	3.68%	3
2025 Q4	$13.2M	Sell	460,502 -7,734	-2%	-$210K	2.97%	3
2025 Q3	$12.8M	Buy	468,236 +2,606	+0.6%	+$71.1K	3.29%	3
2025 Q2	$12.3M	Sell	465,630 -16,604	-3%	-$434K	3.52%	3
2025 Q1	$13.5M	Buy	482,234 +9,060	+2%	+$253K	4.38%	2
2024 Q4	$12.9M	Sell	473,174 -9,094	-2%	-$259K	4.21%	3
2024 Q3	$13.6M	Buy	482,268 +47,064	+11%	+$1.28M	4.75%	1
2024 Q2	$11.3M	Buy	435,204 +20,187	+5%	+$525K	4.29%	3
2024 Q1	$11.2M	Buy	415,017 +14,415	+4%	+$372K	4.41%	3
2023 Q4	$10.2M	Sell	400,602 -21,984	-5%	-$524K	4.26%	2
2023 Q3	$9.97M	Buy	422,586 +10,998	+3%	+$270K	4.79%	3
2023 Q2	$9.96M	Buy	411,588 +11,637	+3%	+$278K	4.58%	3
2023 Q1	$9.75M	Buy	399,951 +25,089	+7%	+$627K	4.62%	3
2022 Q4	$9.44M	Sell	374,862 -771	-0.2%	-$19K	4.68%	3
2022 Q3	$8.32M	Buy	375,633 +11,514	+3%	+$280K	4.08%	4
2022 Q2	$8.69M	Buy	364,119 +34,392	+10%	+$875K	4.17%	5
2022 Q1	$8.67M	Buy	329,727 +35,898	+12%	+$940K	3.5%	7
2021 Q4	$7.92M	Buy	293,829 +11,121	+4%	+$289K	2.54%	9
2021 Q3	$7M	Buy	282,708 +18,957	+7%	+$482K	2.39%	11
2021 Q2	$6.65M	Buy	263,751 +8,319	+3%	+$210K	2.17%	12
2021 Q1	$6.21M	Sell	255,432 -2,028	-0.8%	-$46.1K	2.34%	11
2020 Q4	$5.5M	Buy	257,460 +8,940	+4%	+$181K	2.84%	9
2020 Q3	$4.58M	Buy	248,520 +9,699	+4%	+$178K	2.57%	10
2020 Q2	$4.12M	Sell	238,821 -771	-0.3%	-$13K	2.59%	10
2020 Q1	$3.59M	Buy	239,592 +27,624	+13%	+$496K	2.68%	11
2019 Q4	$4.09M	Buy	211,968 +6,117	+3%	+$115K	3.31%	11
2019 Q3	$3.76M	Buy	205,851 +8,361	+4%	+$150K	2.84%	12
2019 Q2	$3.49M	Sell	197,490 -8,679	-4%	-$153K	2.71%	14
2019 Q1	$3.59M	Buy	206,169 +34,434	+20%	+$579K	2.9%	11
2018 Q4	$2.69M	Buy	+171,735	New	+$2.86M	3.05%	13

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 22.9% 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

Strategic Family Wealth Counselors's SCHD Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.6% in Q2 2026, buying an estimated $239K and bringing the position to 464,827 shares worth $14.7M. The position accounts for 3.43% of the portfolio, ranked #2.

Strategic Family Wealth Counselors first reported a position in SCHD in Q4 2018 and has held it in 31 quarters since. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Strategic Family Wealth Counselors held 464,827 shares of Schwab US Dividend Equity ETF worth $14.7M as of Q2 2026.
Strategic Family Wealth Counselors bought 7,542 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $239K.
Schwab US Dividend Equity ETF made up 3.43% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #2 holding.
Strategic Family Wealth Counselors first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 31 quarters since.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.