VSM Wealth Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

VSM Wealth Advisory’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	$14.1K	Buy	445 +3	+0.7%	+$95	﹤0.01%	338
2026 Q1	$13.5K	Buy	442 +4	+0.9%	+$121	﹤0.01%	334
2025 Q4	$12K	Buy	438 +12	+3%	+$326	﹤0.01%	318
2025 Q3	$11.6K	Buy	426 +4	+0.9%	+$109	﹤0.01%	328
2025 Q2	$11.2K	Buy	422 +5	+1%	+$131	﹤0.01%	370
2025 Q1	$11.7K	Buy	417 +3	+0.7%	+$84	﹤0.01%	330
2024 Q4	$11.3K	Buy	+414	New	+$11.8K	﹤0.01%	329

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

VSM Wealth Advisory's SCHD Position: Q2 2026 in Review

VSM Wealth Advisory increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.68% in Q2 2026, buying an estimated $95 and bringing the position to 445 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

VSM Wealth Advisory first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

VSM Wealth Advisory held 445 shares of Schwab US Dividend Equity ETF worth $14.1K as of Q2 2026.
VSM Wealth Advisory bought 3 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $95.
Schwab US Dividend Equity ETF made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #338 holding.
VSM Wealth Advisory first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.