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

Visionary Wealth 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	$8.29M	Buy	261,313 +15,186	+6%	+$482K	0.33%	81
2026 Q1	$7.55M	Buy	246,127 +4,489	+2%	+$136K	0.33%	82
2025 Q4	$6.63M	Sell	241,638 -3,066	-1%	-$83.4K	0.3%	87
2025 Q3	$6.68M	Buy	244,704 +3,749	+2%	+$102K	0.31%	87
2025 Q2	$6.39M	Sell	240,955 -6,206	-3%	-$162K	0.33%	81
2025 Q1	$6.91M	Buy	247,161 +7,915	+3%	+$221K	0.41%	73
2024 Q4	$6.54M	Buy	239,246 +6,434	+3%	+$183K	0.38%	77
2024 Q3	$6.56M	Sell	232,812 -39	-0%	-$1.06K	0.4%	75
2024 Q2	$6.04M	Sell	232,851 -8,232	-3%	-$214K	0.39%	72
2024 Q1	$6.48M	Sell	241,083 -35,352	-13%	-$913K	0.44%	66
2023 Q4	$7.01M	Sell	276,435 -38,271	-12%	-$912K	0.52%	51
2023 Q3	$7.42M	Buy	314,706 +62,949	+25%	+$1.54M	0.6%	42
2023 Q2	$6.09M	Buy	251,757 +30,006	+14%	+$717K	0.49%	55
2023 Q1	$5.41M	Buy	221,751 +27,282	+14%	+$682K	0.46%	63
2022 Q4	$4.9M	Buy	194,469 +19,203	+11%	+$474K	0.45%	64
2022 Q3	$3.88M	Sell	175,266 -732,732	-81%	-$17.8M	0.4%	68
2022 Q2	$21.7M	Buy	907,998 +245,661	+37%	+$6.25M	1.95%	9
2022 Q1	$17.4M	Sell	662,337 -18,327	-3%	-$480K	1.4%	14
2021 Q4	$18.3M	Buy	680,664 +15,642	+2%	+$406K	1.5%	15
2021 Q3	$16.5M	Sell	665,022 -6,507	-1%	-$165K	1.69%	15
2021 Q2	$16.9M	Sell	671,529 -59,007	-8%	-$1.49M	1.7%	14
2021 Q1	$17.8M	Sell	730,536 -76,215	-9%	-$1.73M	1.87%	12
2020 Q4	$17.2M	Buy	806,751 +242,328	+43%	+$4.91M	1.93%	13
2020 Q3	$10.4M	Buy	564,423 +3,777	+0.7%	+$69.5K	1.47%	18
2020 Q2	$9.67M	Buy	560,646 +142,962	+34%	+$2.41M	1.47%	19
2020 Q1	$6.26M	Buy	417,684 +45,594	+12%	+$819K	1.18%	21
2019 Q4	$7.18M	Buy	+372,090	New	+$6.97M	1.29%	24

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

Visionary Wealth Advisors's SCHD Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.2% in Q2 2026, buying an estimated $482K and bringing the position to 261,313 shares worth $8.29M. The position accounts for 0.33% of the portfolio, ranked #81.

Visionary Wealth Advisors first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. The position peaked at $21.7M in Q2 2022. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Visionary Wealth Advisors held 261,313 shares of Schwab US Dividend Equity ETF worth $8.29M as of Q2 2026.
Visionary Wealth Advisors bought 15,186 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $482K.
Schwab US Dividend Equity ETF made up 0.33% of Visionary Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Visionary Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
Visionary Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $21.7M in Q2 2022.
2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.