SWP
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Summit Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Summit Wealth Partners’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 		$1.7M Buy
53,665
+6,403
+14% +$203K 0.24% 76
2026
Q1 		$1.45M Buy
47,262
+2,939
+7% +$89.2K 0.23% 81
2025
Q4 		$1.22M Buy
44,323
+736
+2% +$20K 0.22% 73
2025
Q3 		$1.19M Buy
43,587
+3,718
+9% +$101K 0.21% 76
2025
Q2 		$1.06M Sell
39,869
-7,596
-16% -$198K 0.2% 76
2025
Q1 		$1.33M Sell
47,465
-2,714
-5% -$75.7K 0.27% 65
2024
Q4 		$1.37M Sell
50,179
-2,234
-4% -$63.5K 0.28% 64
2024
Q3 		$1.48M Sell
52,413
-3,777
-7% -$103K 0.28% 69
2024
Q2 		$1.46M Sell
56,190
-2,883
-5% -$75K 0.3% 68
2024
Q1 		$1.59M Sell
59,073
-492
-0.8% -$12.7K 0.34% 56
2023
Q4 		$1.51M Sell
59,565
-4,644
-7% -$111K 0.35% 53
2023
Q3 		$1.51M Buy
64,209
+2,610
+4% +$64K 0.39% 46
2023
Q2 		$1.49M Sell
61,599
-510
-0.8% -$12.2K 0.37% 48
2023
Q1 		$1.51M Buy
62,109
+618
+1% +$15.4K 0.39% 47
2022
Q4 		$1.55M Buy
61,491
+1,689
+3% +$41.7K 0.41% 47
2022
Q3 		$1.32M Buy
59,802
+16,890
+39% +$410K 0.37% 46
2022
Q2 		$1.02M Buy
42,912
+21,648
+102% +$551K 0.27% 54
2022
Q1 		$559K Hold
21,264
– – 0.13% 86
2021
Q4 		$573K Buy
21,264
+5,877
+38% +$153K 0.12% 85
2021
Q3 		$381K Buy
15,387
+2,397
+18% +$60.9K 0.09% 105
2021
Q2 		$327K Buy
+12,990
New +$328K 0.08% 119

Other funds holding SCHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Summit Wealth Partners's SCHD Position: Q2 2026 in Review

Summit Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q2 2026, buying an estimated $203K and bringing the position to 53,665 shares worth $1.7M. The position accounts for 0.24% of the portfolio, ranked #76.

Summit Wealth Partners first reported a position in SCHD in Q2 2021 and has held it in 21 quarters since. 1,243 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Summit Wealth Partners held 53,665 shares of Schwab US Dividend Equity ETF worth $1.7M as of Q2 2026.
  • Summit Wealth Partners bought 6,403 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $203K.
  • Schwab US Dividend Equity ETF made up 0.24% of Summit Wealth Partners's portfolio in Q2 2026, its #76 holding.
  • Summit Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.