Surience Private Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Surience Private Wealth’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	$1.6M	Sell	50,368 -281,962	-85%	-$8.95M	1.4%	25
2026 Q1	$10.2M	Sell	332,330 -96,371	-22%	-$2.92M	10.94%	1
2025 Q4	$11.8M	Buy	+428,701	New	+$11.7M	12.63%	1

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

Surience Private Wealth's SCHD Position: Q2 2026 in Review

Surience Private Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 85% in Q2 2026, selling an estimated $8.95M and leaving 50,368 shares worth $1.6M. The position accounts for 1.4% of the portfolio, ranked #25.

Surience Private Wealth first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.8M in Q4 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Surience Private Wealth held 50,368 shares of Schwab US Dividend Equity ETF worth $1.6M as of Q2 2026.
Surience Private Wealth sold 281,962 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $8.95M.
Schwab US Dividend Equity ETF made up 1.4% of Surience Private Wealth's portfolio in Q2 2026, its #25 holding.
Surience Private Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
Surience Private Wealth's Schwab US Dividend Equity ETF position peaked at $11.8M in Q4 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.