Wealthcare Advisory Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wealthcare Advisory Partners’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	$23.7M	Buy	746,454 +29,108	+4%	+$923K	0.45%	42
2026 Q1	$22M	Sell	717,346 -133,591	-16%	-$4.05M	0.43%	43
2025 Q4	$23.3M	Sell	850,937 -713,055	-46%	-$19.4M	0.46%	40
2025 Q3	$42.7M	Buy	1,563,992 +84,781	+6%	+$2.31M	0.89%	22
2025 Q2	$39.2M	Buy	1,479,211 +11,131	+0.8%	+$291K	0.89%	22
2025 Q1	$41M	Buy	1,468,080 +58,174	+4%	+$1.62M	1.1%	17
2024 Q4	$38.5M	Buy	1,409,906 +60,776	+5%	+$1.73M	1.07%	18
2024 Q3	$38M	Buy	1,349,130 +61,656	+5%	+$1.68M	1.08%	18
2024 Q2	$33.4M	Sell	1,287,474 -45,642	-3%	-$1.19M	1.04%	21
2024 Q1	$35.8M	Buy	1,333,116 +41,019	+3%	+$1.06M	1.17%	17
2023 Q4	$32.8M	Buy	1,292,097 +140,808	+12%	+$3.36M	1.3%	13
2023 Q3	$27.2M	Buy	1,151,289 +144,369	+14%	+$3.54M	1.25%	12
2023 Q2	$24.4M	Buy	1,006,920 +136,197	+16%	+$3.25M	1.09%	15
2023 Q1	$21.2M	Buy	870,723 +192,927	+28%	+$4.82M	0.91%	21
2022 Q4	$17.1M	Buy	677,796 +60,753	+10%	+$1.5M	0.82%	28
2022 Q3	$13.7M	Buy	617,043 +309,804	+101%	+$7.53M	0.78%	30
2022 Q2	$7.34M	Buy	+307,239	New	+$7.82M	0.44%	44
2021 Q2	–	Sell	-1,521	Closed	-$37K	–	1624
2021 Q1	$37K	Buy	+1,521	New	+$34.6K	﹤0.01%	986
2020 Q2	–	Sell	-2,088	Closed	-$31K	–	1157
2020 Q1	$31K	Buy	2,088 +1,785	+589%	+$32K	﹤0.01%	614
2019 Q4	$6K	Buy	+303	New	+$5.68K	﹤0.01%	1079
2018 Q2	–	Sell	-237	Closed	–	–	1302
2018 Q1	$0	Buy	237 +3	+1%	+$51	﹤0.01%	1223
2017 Q4	$4K	Hold	234	–	–	﹤0.01%	837
2017 Q3	$4K	Buy	+234	New	+$3.58K	﹤0.01%	692

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

Wealthcare Advisory Partners's SCHD Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.1% in Q2 2026, buying an estimated $923K and bringing the position to 746,454 shares worth $23.7M. The position accounts for 0.45% of the portfolio, ranked #42.

Wealthcare Advisory Partners first reported a position in SCHD in Q3 2017 and has held it in 23 quarters since. The position peaked at $42.7M in Q3 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wealthcare Advisory Partners held 746,454 shares of Schwab US Dividend Equity ETF worth $23.7M as of Q2 2026.
Wealthcare Advisory Partners bought 29,108 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $923K.
Schwab US Dividend Equity ETF made up 0.45% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #42 holding.
Wealthcare Advisory Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2017 and has held it in 23 quarters since.
Wealthcare Advisory Partners's Schwab US Dividend Equity ETF position peaked at $42.7M in Q3 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.