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

Wealth Effects’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 		$483K Buy
15,226
+1,670
+12% +$53K 0.13% 136
2026
Q1 		$416K Hold
13,556
– – 0.15% 127
2025
Q4 		$372K Buy
13,556
+420
+3% +$11.4K 0.12% 134
2025
Q3 		$359K Buy
13,136
+10
+0.1% +$273 0.12% 139
2025
Q2 		$348K Sell
13,126
-1,131
-8% -$29.5K 0.13% 129
2025
Q1 		$399K Sell
14,257
-57
-0.4% -$1.59K 0.17% 114
2024
Q4 		$391K Sell
14,314
-59
-0.4% -$1.68K 0.14% 132
2024
Q3 		$405K Buy
14,373
+963
+7% +$26.2K 0.14% 128
2024
Q2 		$348K Buy
13,410
+2,370
+21% +$61.7K 0.13% 132
2024
Q1 		$297K Buy
11,040
+285
+3% +$7.36K 0.11% 152
2023
Q4 		$273K Sell
10,755
-441
-4% -$10.5K 0.1% 163
2023
Q3 		$264K Buy
11,196
+486
+5% +$11.9K 0.13% 140
2023
Q2 		$259K Buy
10,710
+1,896
+22% +$45.3K 0.11% 146
2023
Q1 		$215K Buy
+8,814
New +$220K 0.11% 169

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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 Effects's SCHD Position: Q2 2026 in Review

Wealth Effects increased its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q2 2026, buying an estimated $53K and bringing the position to 15,226 shares worth $483K. The position accounts for 0.13% of the portfolio, ranked #136.

Wealth Effects first reported a position in SCHD in Q1 2023 and has held it in 14 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Wealth Effects held 15,226 shares of Schwab US Dividend Equity ETF worth $483K as of Q2 2026.
  • Wealth Effects bought 1,670 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $53K.
  • Schwab US Dividend Equity ETF made up 0.13% of Wealth Effects's portfolio in Q2 2026, its #136 holding.
  • Wealth Effects first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.