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

Syntegra Private Wealth Group’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	$264K	Hold	8,317	–	–	0.02%	174
2026 Q1	$255K	Hold	8,317	–	–	0.02%	162
2025 Q4	$228K	Hold	8,317	–	–	0.02%	179
2025 Q3	$227K	Hold	8,317	–	–	0.02%	172
2025 Q2	$220K	Buy	+8,317	New	+$217K	0.02%	169

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

Syntegra Private Wealth Group's SCHD Position: Q2 2026 in Review

Syntegra Private Wealth Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 8,317 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #174.

Syntegra Private Wealth Group first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Syntegra Private Wealth Group held 8,317 shares of Schwab US Dividend Equity ETF worth $264K as of Q2 2026.
Syntegra Private Wealth Group left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.02% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #174 holding.
Syntegra Private Wealth Group first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.