Summit Wealth Group (Colorado)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Summit Wealth Group (Colorado)’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	$15.4M	Sell	485,800 -40,537	-8%	-$1.29M	1.27%	13
2026 Q1	$16.1M	Sell	526,337 -169,317	-24%	-$5.14M	1.7%	11
2025 Q4	$19.1M	Buy	+695,654	New	+$18.9M	2.53%	8
2025 Q3	–	Sell	-835,035	Closed	-$22.1M	–	600
2025 Q2	$22.1M	Buy	+835,035	New	+$21.8M	5.56%	2

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

Summit Wealth Group (Colorado)'s SCHD Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.7% in Q2 2026, selling an estimated $1.29M and leaving 485,800 shares worth $15.4M. The position accounts for 1.27% of the portfolio, ranked #13.

Summit Wealth Group (Colorado) first reported a position in SCHD in Q2 2025 and has held it in 4 quarters since. The position peaked at $22.1M in Q2 2025. 2,144 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Summit Wealth Group (Colorado) held 485,800 shares of Schwab US Dividend Equity ETF worth $15.4M as of Q2 2026.
Summit Wealth Group (Colorado) sold 40,537 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.29M.
Schwab US Dividend Equity ETF made up 1.27% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #13 holding.
Summit Wealth Group (Colorado) first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 4 quarters since.
Summit Wealth Group (Colorado)'s Schwab US Dividend Equity ETF position peaked at $22.1M in Q2 2025.
2,144 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.