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

Waypoint Wealth Counsel’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	$743K	Buy	23,426 +57	+0.2%	+$1.81K	0.46%	33
2026 Q1	$717K	Sell	23,369 -37,066	-61%	-$1.12M	0.37%	44
2025 Q4	$1.66M	Sell	60,435 -13,896	-19%	-$378K	0.61%	28
2025 Q3	$2.03M	Sell	74,331 -4,485	-6%	-$122K	0.8%	19
2025 Q2	$2.09M	Buy	78,816 +669	+0.9%	+$17.5K	1.04%	18
2025 Q1	$2.18M	Buy	78,147 +1,106	+1%	+$30.8K	1.37%	16
2024 Q4	$2.1M	Buy	77,041 +2,509	+3%	+$71.3K	1.37%	18
2024 Q3	$2.1M	Buy	74,532 +645	+0.9%	+$17.6K	1.41%	18
2024 Q2	$1.92M	Sell	73,887 -8,439	-10%	-$220K	1.47%	17
2024 Q1	$2.21M	Buy	82,326 +3,267	+4%	+$84.4K	1.71%	14
2023 Q4	$2.01M	Sell	79,059 -22,782	-22%	-$543K	1.71%	14
2023 Q3	$2.4M	Sell	101,841 -285	-0.3%	-$6.99K	2.26%	14
2023 Q2	$2.47M	Sell	102,126 -122,940	-55%	-$2.94M	2.21%	14
2023 Q1	$5.49M	Buy	225,066 +2,130	+1%	+$53.3K	4.26%	5
2022 Q4	$5.61M	Buy	+222,936	New	+$5.5M	4.52%	5

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

Waypoint Wealth Counsel's SCHD Position: Q2 2026 in Review

Waypoint Wealth Counsel increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.24% in Q2 2026, buying an estimated $1.81K and bringing the position to 23,426 shares worth $743K. The position accounts for 0.46% of the portfolio, ranked #33.

Waypoint Wealth Counsel first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.61M in Q4 2022. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Waypoint Wealth Counsel held 23,426 shares of Schwab US Dividend Equity ETF worth $743K as of Q2 2026.
Waypoint Wealth Counsel bought 57 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.81K.
Schwab US Dividend Equity ETF made up 0.46% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #33 holding.
Waypoint Wealth Counsel first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
Waypoint Wealth Counsel's Schwab US Dividend Equity ETF position peaked at $5.61M in Q4 2022.
2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.