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Wealth Preservation Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-746
Closed -$22.9K – 788
2026
Q1 		$22.9K Hold
746
– – 0.02% 297
2025
Q4 		$20.5K Buy
746
+605
+429% +$16.4K 0.01% 259
2025
Q3 		$3.85K Hold
141
– – ﹤0.01% 403
2025
Q2 		$3.74K Hold
141
– – ﹤0.01% 401
2025
Q1 		$3.94K Buy
+141
New +$3.93K ﹤0.01% 406

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 Preservation Advisors's SCHD Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 746 shares — an estimated $22.9K sold.

Wealth Preservation Advisors first reported a position in SCHD in Q1 2025 and held it in 5 quarters. The position peaked at $22.9K in Q1 2026. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 746 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $22.9K.
  • Wealth Preservation Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Schwab US Dividend Equity ETF position peaked at $22.9K in Q1 2026.
  • 2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.