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

Wealth Management Resources’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	$29.8M	Buy	940,642 +69,460	+8%	+$2.2M	9.2%	3
2026 Q1	$26.7M	Sell	871,182 -1,732	-0.2%	-$52.5K	9.3%	5
2025 Q4	$23.9M	Sell	872,914 -78,280	-8%	-$2.13M	8.43%	5
2025 Q3	$26M	Buy	951,194 +6,946	+0.7%	+$189K	8.4%	5
2025 Q2	$25M	Buy	944,248 +71,842	+8%	+$1.88M	8.54%	5
2025 Q1	$24.4M	Buy	872,406 +7,019	+0.8%	+$196K	8.85%	4
2024 Q4	$23.6M	Sell	865,387 -53,789	-6%	-$1.53M	8.72%	5
2024 Q3	$25.5M	Buy	919,176 +47,856	+5%	+$1.3M	10.23%	2
2024 Q2	$22.6M	Buy	871,320 +1,989	+0.2%	+$51.8K	9.7%	2
2024 Q1	$23.4M	Buy	869,331 +39,528	+5%	+$1.02M	10.1%	1
2023 Q4	$21.1M	Sell	829,803 -537	-0.1%	-$12.8K	9.9%	1
2023 Q3	$19.6M	Buy	830,340 +57,315	+7%	+$1.41M	9.46%	2
2023 Q2	$18.7M	Buy	773,025 +76,143	+11%	+$1.82M	10.88%	1
2023 Q1	$17M	Buy	696,882 +22,422	+3%	+$561K	10.46%	1
2022 Q4	$17M	Buy	674,460 +15,942	+2%	+$393K	11.02%	1
2022 Q3	$14.6M	Buy	658,518 +26,718	+4%	+$649K	9.7%	2
2022 Q2	$15.1M	Buy	631,800 +43,083	+7%	+$1.1M	9.28%	2
2022 Q1	$15.5M	Buy	588,717 +16,308	+3%	+$427K	10.7%	1
2021 Q4	$15.4M	Buy	+572,409	New	+$14.9M	9.93%	1

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 Resources's SCHD Position: Q2 2026 in Review

Wealth Management Resources increased its Schwab US Dividend Equity ETF (SCHD) stake by 8% in Q2 2026, buying an estimated $2.2M and bringing the position to 940,642 shares worth $29.8M. The position accounts for 9.2% of the portfolio, ranked #3.

Wealth Management Resources first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wealth Management Resources held 940,642 shares of Schwab US Dividend Equity ETF worth $29.8M as of Q2 2026.
Wealth Management Resources bought 69,460 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.2M.
Schwab US Dividend Equity ETF made up 9.2% of Wealth Management Resources's portfolio in Q2 2026, its #3 holding.
Wealth Management Resources first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wealth Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.