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

USAdvisors Wealth Management’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	$7.55M	Buy	238,181 +3,405	+1%	+$108K	2.17%	12
2026 Q1	$7.16M	Buy	234,776 +10,135	+5%	+$307K	2.38%	11
2025 Q4	$6.16M	Buy	224,641 +2,414	+1%	+$65.6K	2.03%	13
2025 Q3	$6.07M	Sell	222,227 -18,498	-8%	-$505K	2.09%	12
2025 Q2	$6.38M	Sell	240,725 -5,818	-2%	-$152K	2.37%	9
2025 Q1	$6.89M	Sell	246,543 -10,924	-4%	-$305K	2.4%	9
2024 Q4	$7.03M	Sell	257,467 -4,058	-2%	-$115K	2.29%	8
2024 Q3	$7.34M	Buy	261,525 +2,955	+1%	+$80.5K	2.57%	7
2024 Q2	$6.7M	Sell	258,570 -1,131	-0.4%	-$29.4K	2.36%	8
2024 Q1	$6.95M	Sell	259,701 -51,687	-17%	-$1.34M	2.62%	6
2023 Q4	$7.9M	Buy	311,388 +18,300	+6%	+$436K	3.28%	4
2023 Q3	$6.91M	Buy	293,088 +7,038	+2%	+$173K	3.09%	6
2023 Q2	$6.95M	Buy	286,050 +38,985	+16%	+$931K	3.29%	4
2023 Q1	$6.03M	Buy	247,065 +6,630	+3%	+$166K	2.87%	7
2022 Q4	$6.05M	Buy	240,435 +8,373	+4%	+$207K	2.93%	8
2022 Q3	$5.14M	Buy	232,062 +12,663	+6%	+$308K	2.63%	11
2022 Q2	$5.24M	Buy	219,399 +29,292	+15%	+$745K	2.63%	12
2022 Q1	$5M	Buy	190,107 +19,098	+11%	+$500K	2.13%	16
2021 Q4	$4.61M	Buy	171,009 +96,222	+129%	+$2.5M	1.88%	19
2021 Q3	$1.85M	Buy	74,787 +47,193	+171%	+$1.2M	0.8%	31
2021 Q2	$695K	Sell	27,594 -23,472	-46%	-$593K	0.38%	62
2021 Q1	$1.24M	Sell	51,066 -494,229	-91%	-$11.2M	0.6%	37
2020 Q4	$11.7M	Sell	545,295 -58,485	-10%	-$1.19M	5.6%	4
2020 Q3	$11.1K	Buy	603,780 +3,966	+0.7%	+$73K	1.74%	6
2020 Q2	$10.3M	Sell	599,814 -75,240	-11%	-$1.27M	5.5%	5
2020 Q1	$10.1M	Sell	675,054 -45,885	-6%	-$824K	6.25%	2
2019 Q4	$13.9M	Buy	720,939 +327	+0%	+$6.13K	7.21%	2
2019 Q3	$13.2M	Buy	720,612 +7,365	+1%	+$132K	6.79%	4
2019 Q2	$12.6K	Buy	713,247 +13,059	+2%	+$230K	5.4%	4
2019 Q1	$12.2M	Buy	700,188 +19,440	+3%	+$327K	8.67%	2
2018 Q4	$10.7M	Sell	680,748 -42,168	-6%	-$703K	8.7%	2
2018 Q3	$12.8M	Buy	722,916 +34,362	+5%	+$595K	9.15%	1
2018 Q2	$11.3M	Buy	688,554 +11,895	+2%	+$196K	8.56%	1
2018 Q1	$11.1M	Buy	676,659 +46,485	+7%	+$793K	8.78%	1
2017 Q4	$10.7M	Buy	+630,174	New	+$10.4M	9.19%	1

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

USAdvisors Wealth Management's SCHD Position: Q2 2026 in Review

USAdvisors Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.5% in Q2 2026, buying an estimated $108K and bringing the position to 238,181 shares worth $7.55M. The position accounts for 2.17% of the portfolio, ranked #12.

USAdvisors Wealth Management first reported a position in SCHD in Q4 2017 and has held it in 35 quarters since. The position peaked at $13.9M in Q4 2019. 1,078 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

USAdvisors Wealth Management held 238,181 shares of Schwab US Dividend Equity ETF worth $7.55M as of Q2 2026.
USAdvisors Wealth Management bought 3,405 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $108K.
Schwab US Dividend Equity ETF made up 2.17% of USAdvisors Wealth Management's portfolio in Q2 2026, its #12 holding.
USAdvisors Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 35 quarters since.
USAdvisors Wealth Management's Schwab US Dividend Equity ETF position peaked at $13.9M in Q4 2019.
1,078 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.