Wealth Enhancement Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wealth Enhancement Advisory Services’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	$155M	Sell	4,807,434 -172,351	-3%	-$5.47M	0.26%	64
2026 Q1	$151M	Sell	4,979,785 -2,712,642	-35%	-$82.3M	0.31%	55
2025 Q4	$216M	Sell	7,692,427 -3,884,043	-34%	-$106M	0.29%	56
2025 Q3	$316M	Sell	11,576,470 -491,137	-4%	-$13.4M	0.48%	37
2025 Q2	$330M	Buy	12,067,607 +412,988	+4%	+$10.8M	0.55%	30
2025 Q1	$326M	Buy	11,654,619 +182,749	+2%	+$5.09M	0.62%	25
2024 Q4	$313M	Buy	11,471,870 +583,856	+5%	+$16.6M	0.6%	25
2024 Q3	$307M	Buy	10,888,014 +304,911	+3%	+$8.31M	0.66%	24
2024 Q2	$274M	Buy	10,583,103 +456,183	+5%	+$11.9M	0.65%	24
2024 Q1	$272M	Buy	10,126,920 +440,106	+5%	+$11.4M	0.7%	21
2023 Q4	$246M	Buy	9,686,814 +4,046,109	+72%	+$96.4M	0.71%	20
2023 Q3	$133M	Buy	5,640,705 +4,835,154	+600%	+$119M	0.44%	47
2023 Q2	$19.5M	Buy	805,551 +54,810	+7%	+$1.31M	0.21%	55
2023 Q1	$18.3M	Buy	750,741 +388,041	+107%	+$9.7M	0.21%	57
2022 Q4	$9.19M	Buy	362,700 +100,371	+38%	+$2.48M	0.12%	87
2022 Q3	$5.91M	Buy	262,329 +40,734	+18%	+$990K	0.08%	110
2022 Q2	$5.36M	Sell	221,595 -8,631	-4%	-$220K	0.07%	123
2022 Q1	$6.09M	Sell	230,226 -7,458	-3%	-$195K	0.08%	120
2021 Q4	$6.22M	Sell	237,684 -339	-0.1%	-$8.81K	0.09%	103
2021 Q3	$6.19M	Buy	238,023 +13,389	+6%	+$340K	0.09%	97
2021 Q2	$5.69M	Buy	224,634 +6,183	+3%	+$156K	0.09%	95
2021 Q1	$5.39M	Buy	+218,451	New	+$4.97M	0.1%	93

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 Enhancement Advisory Services's SCHD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.5% in Q2 2026, selling an estimated $5.47M and leaving 4,807,434 shares worth $155M. The position accounts for 0.26% of the portfolio, ranked #64.

Wealth Enhancement Advisory Services first reported a position in SCHD in Q1 2021 and has held it in 22 quarters since. The position peaked at $330M in Q2 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wealth Enhancement Advisory Services held 4,807,434 shares of Schwab US Dividend Equity ETF worth $155M as of Q2 2026.
Wealth Enhancement Advisory Services sold 172,351 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5.47M.
Schwab US Dividend Equity ETF made up 0.26% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #64 holding.
Wealth Enhancement Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 22 quarters since.
Wealth Enhancement Advisory Services's Schwab US Dividend Equity ETF position peaked at $330M in Q2 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.