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

Unique Wealth’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 		$566K Buy
17,861
+713
+4% +$22.6K 0.07% 136
2026
Q1 		$526K Buy
17,148
+4,294
+33% +$130K 0.07% 118
2025
Q4 		$353K Buy
12,854
+100
+0.8% +$2.72K 0.05% 143
2025
Q3 		$348K Buy
12,754
+4,794
+60% +$131K 0.05% 139
2025
Q2 		$211K Buy
+7,960
New +$208K 0.03% 169

Other funds holding SCHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Unique Wealth's SCHD Position: Q2 2026 in Review

Unique Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.2% in Q2 2026, buying an estimated $22.6K and bringing the position to 17,861 shares worth $566K. The position accounts for 0.07% of the portfolio, ranked #136.

Unique Wealth first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. 1,006 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Unique Wealth held 17,861 shares of Schwab US Dividend Equity ETF worth $566K as of Q2 2026.
  • Unique Wealth bought 713 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $22.6K.
  • Schwab US Dividend Equity ETF made up 0.07% of Unique Wealth's portfolio in Q2 2026, its #136 holding.
  • Unique Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.