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

Vista Cima 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	$4.36M	Buy	137,423 +17,330	+14%	+$550K	3.25%	11
2026 Q1	$3.68M	Sell	120,093 -47,556	-28%	-$1.44M	3.64%	10
2025 Q4	$4.6M	Buy	167,649 +9,844	+6%	+$268K	3.83%	11
2025 Q3	$4.31M	Buy	157,805 +13,881	+10%	+$379K	3.59%	8
2025 Q2	$3.81M	Buy	143,924 +6,357	+5%	+$166K	3.57%	11
2025 Q1	$3.85M	Buy	137,567 +4,564	+3%	+$127K	4.14%	8
2024 Q4	$3.63M	Buy	+133,003	New	+$3.78M	3.78%	10

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

Vista Cima Wealth Management's SCHD Position: Q2 2026 in Review

Vista Cima Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q2 2026, buying an estimated $550K and bringing the position to 137,423 shares worth $4.36M. The position accounts for 3.25% of the portfolio, ranked #11.

Vista Cima Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.6M in Q4 2025. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Vista Cima Wealth Management held 137,423 shares of Schwab US Dividend Equity ETF worth $4.36M as of Q2 2026.
Vista Cima Wealth Management bought 17,330 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $550K.
Schwab US Dividend Equity ETF made up 3.25% of Vista Cima Wealth Management's portfolio in Q2 2026, its #11 holding.
Vista Cima Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Vista Cima Wealth Management's Schwab US Dividend Equity ETF position peaked at $4.6M in Q4 2025.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Vista Cima Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.