TWM
SCHD icon

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

Timmons 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 		$494K Sell
15,566
-1,474
-9% -$46.8K 0.36% 22
2026
Q1 		$523K Sell
17,040
-4,821
-22% -$146K 0.5% 19
2025
Q4 		$600K Buy
+21,861
New +$594K 0.59% 17

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

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

Timmons Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.7% in Q2 2026, selling an estimated $46.8K and leaving 15,566 shares worth $494K. The position accounts for 0.36% of the portfolio, ranked #22.

Timmons Wealth Management first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. The position peaked at $600K in Q4 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Timmons Wealth Management held 15,566 shares of Schwab US Dividend Equity ETF worth $494K as of Q2 2026.
  • Timmons Wealth Management sold 1,474 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $46.8K.
  • Schwab US Dividend Equity ETF made up 0.36% of Timmons Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Timmons Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Timmons Wealth Management's Schwab US Dividend Equity ETF position peaked at $600K in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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