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

Vigilare 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	$6.25M	Buy	+197,121	New	+$6.25M	1.92%	14
2025 Q4	–	Sell	-11,282	Closed	-$308K	–	126
2025 Q3	$308K	Sell	11,282 -935	-8%	-$25.5K	0.11%	95
2025 Q2	$324K	Sell	12,217 -4,189	-26%	-$109K	0.12%	90
2025 Q1	$459K	Buy	16,406 +7,109	+76%	+$198K	0.18%	53
2024 Q4	$254K	Buy	9,297 +57	+0.6%	+$1.62K	0.1%	74
2024 Q3	$260K	Sell	9,240 -363	-4%	-$9.89K	0.11%	76
2024 Q2	$249K	Sell	9,603 -195	-2%	-$5.08K	0.11%	79
2024 Q1	$263K	Sell	9,798 -2,613	-21%	-$67.5K	0.13%	78
2023 Q4	$315K	Sell	12,411 -567	-4%	-$13.5K	0.16%	72
2023 Q3	$306K	Sell	12,978 -1,989	-13%	-$48.8K	0.2%	60
2023 Q2	$362K	Sell	14,967 -4,830	-24%	-$115K	0.21%	60
2023 Q1	$483K	Sell	19,797 -1,218	-6%	-$30.5K	0.27%	49
2022 Q4	$529K	Buy	21,015 +1,416	+7%	+$35K	0.31%	44
2022 Q3	$434K	Buy	19,599 +4,656	+31%	+$113K	0.56%	48
2022 Q2	$357K	Buy	14,943 +6,066	+68%	+$154K	0.39%	62
2022 Q1	$233K	Buy	8,877 +66	+0.7%	+$1.73K	0.19%	120
2021 Q4	$237K	Sell	8,811 -222	-2%	-$5.77K	0.14%	158
2021 Q3	$224K	Buy	+9,033	New	+$230K	0.14%	172

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

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

Vigilare Wealth Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 197,121 shares worth $6.25M. The stake represents 1.92% of the portfolio and ranks #14 among its holdings. This is a return to the name: Vigilare Wealth Management previously reported a position in SCHD as recently as Q3 2025.

Vigilare Wealth Management first reported a position in SCHD in Q3 2021 and has held it in 18 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Vigilare Wealth Management held 197,121 shares of Schwab US Dividend Equity ETF worth $6.25M as of Q2 2026.
Schwab US Dividend Equity ETF was a new Vigilare Wealth Management position in Q2 2026.
Schwab US Dividend Equity ETF made up 1.92% of Vigilare Wealth Management's portfolio in Q2 2026, its #14 holding.
Vigilare Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and has held it in 18 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.