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

Wealth Architects’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	$431K	Buy	13,582 +146	+1%	+$4.63K	0.03%	162
2026 Q1	$412K	Buy	13,436 +38	+0.3%	+$1.15K	0.04%	154
2025 Q4	$368K	Buy	13,398 +4,298	+47%	+$117K	0.03%	160
2025 Q3	$248K	Buy	9,100 +2	+0%	+$55	0.02%	196
2025 Q2	$241K	Sell	9,098 -557	-6%	-$14.5K	0.02%	191
2025 Q1	$270K	Buy	+9,655	New	+$269K	0.03%	187
2022 Q1	–	Sell	-10,965	Closed	-$295K	–	214
2021 Q4	$295K	Buy	+10,965	New	+$285K	0.05%	154

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

Wealth Architects's SCHD Position: Q2 2026 in Review

Wealth Architects increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.1% in Q2 2026, buying an estimated $4.63K and bringing the position to 13,582 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #162.

Wealth Architects first reported a position in SCHD in Q4 2021 and has held it in 7 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wealth Architects held 13,582 shares of Schwab US Dividend Equity ETF worth $431K as of Q2 2026.
Wealth Architects bought 146 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.63K.
Schwab US Dividend Equity ETF made up 0.03% of Wealth Architects's portfolio in Q2 2026, its #162 holding.
Wealth Architects first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 7 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.