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

Ullmann Wealth Partners Group’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	$896K	Buy	28,250 +9	+0%	+$286	0.08%	87
2026 Q1	$866K	Buy	28,241 +10,285	+57%	+$312K	0.09%	80
2025 Q4	$480K	Hold	17,956	–	–	0.05%	103
2025 Q3	$490K	Hold	17,956	–	–	0.05%	101
2025 Q2	$476K	Buy	17,956 +5,662	+46%	+$148K	0.06%	98
2025 Q1	$344K	Hold	12,294	–	–	0.05%	107
2024 Q4	$336K	Hold	12,294	–	–	0.04%	107
2024 Q3	$346K	Buy	+12,294	New	+$335K	0.04%	106

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

Ullmann Wealth Partners Group's SCHD Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.03% in Q2 2026, buying an estimated $286 and bringing the position to 28,250 shares worth $896K. The position accounts for 0.08% of the portfolio, ranked #87.

Ullmann Wealth Partners Group first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Ullmann Wealth Partners Group held 28,250 shares of Schwab US Dividend Equity ETF worth $896K as of Q2 2026.
Ullmann Wealth Partners Group bought 9 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $286.
Schwab US Dividend Equity ETF made up 0.08% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #87 holding.
Ullmann Wealth Partners Group first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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