WETS
SCHD icon

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

Wealth Enhancement Trust 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 		$867K Buy
27,338
+2,405
+10% +$76.3K 0.1% 165
2026
Q1 		$765K Buy
24,933
+196
+0.8% +$5.95K 0.09% 176
2025
Q4 		$679K Buy
+24,737
New +$673K 0.09% 176

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wealth Enhancement Trust Services's SCHD Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 9.6% in Q2 2026, buying an estimated $76.3K and bringing the position to 27,338 shares worth $867K. The position accounts for 0.1% of the portfolio, ranked #165.

Wealth Enhancement Trust Services first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 1,793 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Wealth Enhancement Trust Services held 27,338 shares of Schwab US Dividend Equity ETF worth $867K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 2,405 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $76.3K.
  • Schwab US Dividend Equity ETF made up 0.1% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #165 holding.
  • Wealth Enhancement Trust Services first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,793 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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