Thrive Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Thrive Wealth Management’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	$1.9M	Buy	59,845 +7,065	+13%	+$224K	0.24%	48
2026 Q1	$1.62M	Buy	52,780 +265	+0.5%	+$8.04K	0.24%	49
2025 Q4	$1.44M	Buy	52,515 +285	+0.5%	+$7.75K	0.21%	55
2025 Q3	$1.43M	Sell	52,230 -2,631	-5%	-$71.8K	0.22%	52
2025 Q2	$1.45M	Buy	54,861 +6,224	+13%	+$163K	0.23%	50
2025 Q1	$1.36M	Buy	48,637 +615	+1%	+$17.1K	0.26%	47
2024 Q4	$1.31M	Buy	48,022 +721	+2%	+$20.5K	0.24%	48
2024 Q3	$1.33M	Buy	47,301 +825	+2%	+$22.5K	0.24%	48
2024 Q2	$1.2M	Buy	46,476 +210	+0.5%	+$5.47K	0.24%	49
2024 Q1	$1.24M	Buy	46,266 +9,399	+25%	+$243K	0.26%	46
2023 Q4	$936K	Sell	36,867 -153	-0.4%	-$3.65K	0.21%	62
2023 Q3	$873K	Sell	37,020 -264	-0.7%	-$6.48K	0.23%	59
2023 Q2	$903K	Buy	37,284 +28,158	+309%	+$673K	0.23%	60
2023 Q1	$223K	Buy	9,126 +180	+2%	+$4.5K	0.06%	155
2022 Q4	$225K	Buy	+8,946	New	+$221K	0.06%	143
2022 Q3	–	Sell	-8,946	Closed	-$214K	–	155
2022 Q2	$214K	Sell	8,946 -3	-0%	-$76	0.07%	138
2022 Q1	$235K	Sell	8,949 -1,959	-18%	-$51.3K	0.07%	140
2021 Q4	$294K	Buy	+10,908	New	+$283K	0.1%	122

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

Thrive Wealth Management's SCHD Position: Q2 2026 in Review

Thrive Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q2 2026, buying an estimated $224K and bringing the position to 59,845 shares worth $1.9M. The position accounts for 0.24% of the portfolio, ranked #48.

Thrive Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 18 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Thrive Wealth Management held 59,845 shares of Schwab US Dividend Equity ETF worth $1.9M as of Q2 2026.
Thrive Wealth Management bought 7,065 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $224K.
Schwab US Dividend Equity ETF made up 0.24% of Thrive Wealth Management's portfolio in Q2 2026, its #48 holding.
Thrive Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 18 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.