VestGen Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

VestGen Advisors’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	$1.1M	Sell	34,584 -18,539	-35%	-$588K	0.03%	437
2026 Q1	$1.69M	Buy	53,123 +41,863	+372%	+$1.27M	0.04%	337
2025 Q4	$309K	Sell	11,260 -28,116	-71%	-$764K	0.01%	590
2025 Q3	$1.07M	Sell	39,376 -3,209	-8%	-$87.5K	0.04%	356
2025 Q2	$1.13M	Buy	42,585 +3,976	+10%	+$104K	0.05%	311
2025 Q1	$1.08M	Buy	+38,609	New	+$1.08M	0.05%	301

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

VestGen Advisors's SCHD Position: Q2 2026 in Review

VestGen Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 35% in Q2 2026, selling an estimated $588K and leaving 34,584 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #437.

VestGen Advisors first reported a position in SCHD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.69M in Q1 2026. 2,143 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

VestGen Advisors held 34,584 shares of Schwab US Dividend Equity ETF worth $1.1M as of Q2 2026.
VestGen Advisors sold 18,539 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $588K.
Schwab US Dividend Equity ETF made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #437 holding.
VestGen Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Schwab US Dividend Equity ETF position peaked at $1.69M in Q1 2026.
2,143 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.