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

Topsail 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	$448K	Hold	14,142	–	–	0.06%	108
2026 Q1	$434K	Hold	14,142	–	–	0.06%	98
2025 Q4	$388K	Hold	14,142	–	–	0.06%	106
2025 Q3	$386K	Hold	14,142	–	–	0.07%	98
2025 Q2	$375K	Hold	14,142	–	–	0.07%	93
2025 Q1	$395K	Hold	14,142	–	–	0.08%	85
2024 Q4	$386K	Buy	+14,142	New	+$402K	0.08%	70

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

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

Topsail Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 14,142 shares worth $448K. The position accounts for 0.06% of the portfolio, ranked #108.

Topsail Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Topsail Wealth Management held 14,142 shares of Schwab US Dividend Equity ETF worth $448K as of Q2 2026.
Topsail Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.06% of Topsail Wealth Management's portfolio in Q2 2026, its #108 holding.
Topsail Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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