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

Uniting 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	$7.62M	Buy	240,275 +7,272	+3%	+$231K	1.55%	14
2026 Q1	$7.15M	Buy	233,003 +10,987	+5%	+$333K	1.52%	13
2025 Q4	$6.09M	Buy	222,016 +8,076	+4%	+$220K	1.87%	12
2025 Q3	$5.84M	Buy	+213,940	New	+$5.84M	1.38%	17

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

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

Uniting Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.1% in Q2 2026, buying an estimated $231K and bringing the position to 240,275 shares worth $7.62M. The position accounts for 1.55% of the portfolio, ranked #14.

Uniting Wealth Partners first reported a position in SCHD in Q3 2025 and has held it in 4 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Uniting Wealth Partners held 240,275 shares of Schwab US Dividend Equity ETF worth $7.62M as of Q2 2026.
Uniting Wealth Partners bought 7,272 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $231K.
Schwab US Dividend Equity ETF made up 1.55% of Uniting Wealth Partners's portfolio in Q2 2026, its #14 holding.
Uniting Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 4 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.