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

WCG Wealth Advisors’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 Q1	$3.13M	Buy	102,015 +731	+0.7%	+$22.2K	0.09%	212
2025 Q4	$2.78M	Buy	101,284 +12,392	+14%	+$337K	0.08%	221
2025 Q3	$2.43M	Sell	88,892 -2,817	-3%	-$76.9K	0.15%	134
2025 Q2	$2.43M	Sell	91,709 -12,316	-12%	-$322K	0.16%	140
2025 Q1	$2.91M	Sell	104,025 -6,573	-6%	-$183K	0.22%	109
2024 Q4	$3.02M	Sell	110,598 -11,127	-9%	-$316K	0.2%	112
2024 Q3	$3.43M	Buy	121,725 +63,666	+110%	+$1.73M	0.23%	108
2024 Q2	$1.5M	Buy	58,059 +17,439	+43%	+$454K	0.11%	160
2024 Q1	$1.09M	Sell	40,620 -15,594	-28%	-$403K	0.09%	176
2023 Q4	$1.43M	Buy	56,214 +15,645	+39%	+$373K	0.1%	168
2023 Q3	$957K	Buy	+40,569	New	+$996K	0.07%	203

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WCG Wealth Advisors's SCHD Position: Q1 2026 in Review

WCG Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.72% in Q1 2026, buying an estimated $22.2K and bringing the position to 102,015 shares worth $3.13M. The position accounts for 0.09% of the portfolio, ranked #212.

WCG Wealth Advisors first reported a position in SCHD in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.43M in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

WCG Wealth Advisors held 102,015 shares of Schwab US Dividend Equity ETF worth $3.13M as of Q1 2026.
WCG Wealth Advisors bought 731 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $22.2K.
Schwab US Dividend Equity ETF made up 0.09% of WCG Wealth Advisors's portfolio in Q1 2026, its #212 holding.
WCG Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 11 quarters since.
WCG Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $3.43M in Q3 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.