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

W Advisors LLC’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	$1.55M	Buy	48,852 +1,893	+4%	+$60.1K	0.7%	34
2026 Q1	$1.44M	Buy	46,959 +120	+0.3%	+$3.64K	0.74%	36
2025 Q4	$1.28M	Buy	46,839 +2,283	+5%	+$62.1K	0.65%	37
2025 Q3	$1.22M	Buy	44,556 +4,047	+10%	+$110K	0.64%	39
2025 Q2	$1.07M	Buy	40,509 +7,533	+23%	+$197K	0.62%	39
2025 Q1	$922K	Buy	32,976 +2,319	+8%	+$64.6K	0.58%	44
2024 Q4	$838K	Buy	30,657 +4,095	+15%	+$116K	0.52%	45
2024 Q3	$748K	Buy	26,562 +4,464	+20%	+$122K	0.46%	50
2024 Q2	$573K	Buy	22,098 +1,923	+10%	+$50.1K	0.38%	59
2024 Q1	$542K	Buy	20,175 +1,317	+7%	+$34K	0.37%	60
2023 Q4	$479K	Buy	18,858 +1,881	+11%	+$44.8K	0.35%	66
2023 Q3	$400K	Buy	16,977 +1,563	+10%	+$38.4K	0.33%	62
2023 Q2	$373K	Hold	15,414	–	–	0.29%	70
2023 Q1	$376K	Buy	15,414 +7,113	+86%	+$178K	0.31%	71
2022 Q4	$209K	Buy	+8,301	New	+$205K	0.17%	102

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

W Advisors LLC's SCHD Position: Q2 2026 in Review

W Advisors LLC increased its Schwab US Dividend Equity ETF (SCHD) stake by 4% in Q2 2026, buying an estimated $60.1K and bringing the position to 48,852 shares worth $1.55M. The position accounts for 0.7% of the portfolio, ranked #34.

W Advisors LLC first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 1,111 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

W Advisors LLC held 48,852 shares of Schwab US Dividend Equity ETF worth $1.55M as of Q2 2026.
W Advisors LLC bought 1,893 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $60.1K.
Schwab US Dividend Equity ETF made up 0.7% of W Advisors LLC's portfolio in Q2 2026, its #34 holding.
W Advisors LLC first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
1,111 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.