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

Wealth Management Associates’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	$357K	Buy	11,249 +3,606	+47%	+$114K	0.1%	174
2026 Q1	$234K	Buy	+7,643	New	+$232K	0.08%	207

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 Management Associates's SCHD Position: Q2 2026 in Review

Wealth Management Associates increased its Schwab US Dividend Equity ETF (SCHD) stake by 47% in Q2 2026, buying an estimated $114K and bringing the position to 11,249 shares worth $357K. The position accounts for 0.1% of the portfolio, ranked #174.

Wealth Management Associates first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wealth Management Associates held 11,249 shares of Schwab US Dividend Equity ETF worth $357K as of Q2 2026.
Wealth Management Associates bought 3,606 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $114K.
Schwab US Dividend Equity ETF made up 0.1% of Wealth Management Associates's portfolio in Q2 2026, its #174 holding.
Wealth Management Associates first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.