Wagner Wealth Management (South Carolina)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wagner Wealth Management (South Carolina)’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	$255K	Buy	8,026 +63	+0.8%	+$2K	0.05%	129
2026 Q1	$244K	Buy	7,963 +66	+0.8%	+$2K	0.05%	122
2025 Q4	$217K	Buy	7,897 +79	+1%	+$2.15K	0.05%	130
2025 Q3	$213K	Sell	7,818 -120	-2%	-$3.27K	0.05%	118
2025 Q2	$210K	Buy	7,938 +269	+4%	+$7.03K	0.05%	119
2025 Q1	$214K	Buy	7,669 +69	+0.9%	+$1.92K	0.05%	110
2024 Q4	$208K	Buy	7,600 +67	+0.9%	+$1.91K	0.05%	106
2024 Q3	$212K	Sell	7,533 -495	-6%	-$13.5K	0.06%	103
2024 Q2	$208K	Buy	8,028 +384	+5%	+$10K	0.06%	126
2024 Q1	$205K	Buy	7,644 +57	+0.8%	+$1.47K	0.06%	126
2023 Q4	$193K	Buy	7,587 +330	+5%	+$7.86K	0.06%	125
2023 Q3	$171K	Buy	7,257 +66	+0.9%	+$1.62K	0.06%	114
2023 Q2	$174K	Buy	7,191 +66	+0.9%	+$1.58K	0.07%	111
2023 Q1	$174K	Buy	7,125 +60	+0.8%	+$1.5K	0.08%	118
2022 Q4	$178K	Buy	7,065 +45	+0.6%	+$1.11K	0.11%	117
2022 Q3	$155K	Buy	7,020 +66	+0.9%	+$1.6K	0.11%	116
2022 Q2	$166K	Sell	6,954 -6,822	-50%	-$174K	0.13%	111
2022 Q1	$362K	Buy	13,776 +6,516	+90%	+$171K	0.25%	87
2021 Q4	$196K	Buy	7,260 +54	+0.7%	+$1.4K	0.15%	122
2021 Q3	$186K	Buy	7,206 +51	+0.7%	+$1.3K	0.15%	124
2021 Q2	$180K	Sell	7,155 -1,077	-13%	-$27.2K	0.13%	136
2021 Q1	$200K	Buy	8,232 +1,686	+26%	+$38.3K	0.16%	112
2020 Q4	$140K	Buy	+6,546	New	+$133K	0.13%	107
2018 Q3	$137K	Buy	7,764 +54	+0.7%	+$935	0.09%	163
2018 Q2	$127K	Sell	7,710 -423	-5%	-$6.96K	0.09%	153
2018 Q1	$133K	Buy	8,133 +456	+6%	+$7.78K	0.1%	142
2017 Q4	$134K	Buy	+7,677	New	+$126K	0.1%	142

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

Wagner Wealth Management (South Carolina)'s SCHD Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.79% in Q2 2026, buying an estimated $2K and bringing the position to 8,026 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #129.

Wagner Wealth Management (South Carolina) first reported a position in SCHD in Q4 2017 and has held it in 27 quarters since. The position peaked at $362K in Q1 2022. 2,123 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wagner Wealth Management (South Carolina) held 8,026 shares of Schwab US Dividend Equity ETF worth $255K as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 63 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2K.
Schwab US Dividend Equity ETF made up 0.05% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #129 holding.
Wagner Wealth Management (South Carolina) first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 27 quarters since.
Wagner Wealth Management (South Carolina)'s Schwab US Dividend Equity ETF position peaked at $362K in Q1 2022.
2,123 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.