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

Strategies 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	$832K	Buy	26,235 +1,484	+6%	+$47.1K	0.07%	87
2026 Q1	$759K	Buy	24,751 +364	+1%	+$11K	0.08%	74
2025 Q4	$669K	Sell	24,387 -2,985	-11%	-$81.2K	0.07%	77
2025 Q3	$747K	Sell	27,372 -530	-2%	-$14.5K	0.08%	78
2025 Q2	$739K	Buy	27,902 +1	+0%	+$26	0.08%	73
2025 Q1	$780K	Buy	27,901 +2	+0%	+$56	0.1%	65
2024 Q4	$772K	Sell	27,899 -271	-1%	-$7.7K	0.1%	63
2024 Q3	$794K	Sell	28,170 -204	-0.7%	-$5.56K	0.11%	49
2024 Q2	$735K	Hold	28,374	–	–	0.11%	49
2024 Q1	$763K	Buy	28,374 +3	+0%	+$78	0.12%	48
2023 Q4	$720K	Sell	28,371 -114	-0.4%	-$2.72K	0.12%	47
2023 Q3	$672K	Buy	28,485 +48	+0.2%	+$1.18K	0.13%	47
2023 Q2	$688K	Sell	28,437 -642	-2%	-$15.3K	0.14%	49
2023 Q1	$709K	Buy	29,079 +1,056	+4%	+$26.4K	0.16%	43
2022 Q4	$706K	Buy	+28,023	New	+$692K	0.17%	44
2022 Q2	$959K	Buy	40,158 +120	+0.3%	+$3.05K	0.28%	44
2022 Q1	$1.05M	Sell	40,038 -141	-0.4%	-$3.69K	0.28%	40
2021 Q4	$1.08M	Buy	+40,179	New	+$1.04M	0.3%	38

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

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

Strategies Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 6% in Q2 2026, buying an estimated $47.1K and bringing the position to 26,235 shares worth $832K. The position accounts for 0.07% of the portfolio, ranked #87.

Strategies Wealth Advisors first reported a position in SCHD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.08M in Q4 2021. 2,144 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Strategies Wealth Advisors held 26,235 shares of Schwab US Dividend Equity ETF worth $832K as of Q2 2026.
Strategies Wealth Advisors bought 1,484 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $47.1K.
Schwab US Dividend Equity ETF made up 0.07% of Strategies Wealth Advisors's portfolio in Q2 2026, its #87 holding.
Strategies Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 18 quarters since.
Strategies Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $1.08M in Q4 2021.
2,144 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.