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

Tower View 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	$22.5K	Buy	711 +148	+26%	+$4.7K	0.01%	125
2026 Q1	$17.3K	Buy	563 +4	+0.7%	+$121	0.01%	132
2025 Q4	$15.3K	Buy	559 +6	+1%	+$163	0.01%	119
2025 Q3	$15.1K	Buy	553 +5	+0.9%	+$136	0.01%	118
2025 Q2	$14.5K	Buy	548 +6	+1%	+$157	0.01%	131
2025 Q1	$15.2K	Buy	+542	New	+$15.1K	0.01%	114

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

Tower View Wealth Management's SCHD Position: Q2 2026 in Review

Tower View Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 26% in Q2 2026, buying an estimated $4.7K and bringing the position to 711 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #125.

Tower View Wealth Management first reported a position in SCHD in Q1 2025 and has held it in 6 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Tower View Wealth Management held 711 shares of Schwab US Dividend Equity ETF worth $22.5K as of Q2 2026.
Tower View Wealth Management bought 148 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.7K.
Schwab US Dividend Equity ETF made up 0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #125 holding.
Tower View Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 6 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.