True Wealth Design’s Schwab US Dividend Equity ETF SCHD Stock Holding History

True Wealth Design’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	$75K	Sell	2,365 -10,146	-81%	-$322K	0.02%	346
2026 Q1	$384K	Buy	+12,511	New	+$380K	0.11%	47
2025 Q4	–	Sell	-1,500	Closed	-$41K	–	2783
2025 Q3	$41K	Buy	1,500 +450	+43%	+$12.3K	0.01%	373
2025 Q2	$27.8K	Sell	1,050 -39	-4%	-$1.02K	0.01%	315
2025 Q1	$30.4K	Sell	1,089 -496	-31%	-$13.8K	0.01%	271
2024 Q4	$43.3K	Buy	1,585 +4	+0.3%	+$114	0.02%	191
2024 Q3	$44.5K	Buy	1,581 +9	+0.6%	+$245	0.02%	159
2024 Q2	$40.7K	Hold	1,572	–	–	0.01%	173
2024 Q1	$42.2K	Buy	1,572 +6	+0.4%	+$155	0.01%	171
2023 Q4	$39.8K	Sell	1,566 -42	-3%	-$1K	0.01%	166
2023 Q3	$37.9K	Buy	1,608 +6	+0.4%	+$147	0.01%	160
2023 Q2	$38.8K	Sell	1,602 -348	-18%	-$8.31K	0.01%	162
2023 Q1	$47.6K	Sell	1,950 -672	-26%	-$16.8K	0.02%	159
2022 Q4	$66K	Buy	+2,622	New	+$64.7K	0.03%	138

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

True Wealth Design's SCHD Position: Q2 2026 in Review

True Wealth Design reduced its Schwab US Dividend Equity ETF (SCHD) stake by 81% in Q2 2026, selling an estimated $322K and leaving 2,365 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #346.

True Wealth Design first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $384K in Q1 2026. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

True Wealth Design held 2,365 shares of Schwab US Dividend Equity ETF worth $75K as of Q2 2026.
True Wealth Design sold 10,146 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $322K.
Schwab US Dividend Equity ETF made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #346 holding.
True Wealth Design first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
True Wealth Design's Schwab US Dividend Equity ETF position peaked at $384K in Q1 2026.
411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.