Triad Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Triad Wealth Partners’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	$594K	Buy	17,714 +572	+3%	+$18.1K	0.04%	286
2026 Q1	$526K	Sell	17,142 -24,611	-59%	-$747K	0.04%	267
2025 Q4	$1.15M	Buy	41,753 +15,657	+60%	+$426K	0.11%	140
2025 Q3	$712K	Buy	+26,096	New	+$712K	0.09%	155

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

Triad Wealth Partners's SCHD Position: Q2 2026 in Review

Triad Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.3% in Q2 2026, buying an estimated $18.1K and bringing the position to 17,714 shares worth $594K. The position accounts for 0.04% of the portfolio, ranked #286.

Triad Wealth Partners first reported a position in SCHD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q4 2025. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Triad Wealth Partners held 17,714 shares of Schwab US Dividend Equity ETF worth $594K as of Q2 2026.
Triad Wealth Partners bought 572 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $18.1K.
Schwab US Dividend Equity ETF made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #286 holding.
Triad Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 4 quarters since.
Triad Wealth Partners's Schwab US Dividend Equity ETF position peaked at $1.15M in Q4 2025.
2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.