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

Waterfront Wealth’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 		$449K Buy
13,862
+2,054
+17% +$65.2K 0.07% 221
2026
Q1 		$362K Sell
11,808
-471
-4% -$14.3K 0.07% 230
2025
Q4 		$359K Sell
12,279
-466
-4% -$12.7K 0.07% 220
2025
Q3 		$344K Sell
12,745
-985
-7% -$26.9K 0.07% 214
2025
Q2 		$364K Buy
+13,730
New +$359K 0.08% 209

Other funds holding SCHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
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
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

Waterfront Wealth's SCHD Position: Q2 2026 in Review

Waterfront Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q2 2026, buying an estimated $65.2K and bringing the position to 13,862 shares worth $449K. The position accounts for 0.07% of the portfolio, ranked #221.

Waterfront Wealth first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. 1,057 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Waterfront Wealth held 13,862 shares of Schwab US Dividend Equity ETF worth $449K as of Q2 2026.
  • Waterfront Wealth bought 2,054 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $65.2K.
  • Schwab US Dividend Equity ETF made up 0.07% of Waterfront Wealth's portfolio in Q2 2026, its #221 holding.
  • Waterfront Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.