Wealthcare Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wealthcare Capital Management’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	$3.05M	Buy	96,275 +20,956	+28%	+$665K	0.29%	24
2026 Q1	$2.31M	Buy	75,319 +52,074	+224%	+$1.58M	0.23%	25
2025 Q4	$638K	Sell	23,245 -10,095	-30%	-$274K	0.06%	51
2025 Q3	$910K	Sell	33,340 -552	-2%	-$15.1K	0.09%	37
2025 Q2	$898K	Buy	33,892 +10,282	+44%	+$269K	0.1%	36
2025 Q1	$660K	Buy	+23,610	New	+$658K	0.07%	45
2020 Q2	–	Sell	-1,695	Closed	-$25K	–	206
2020 Q1	$25K	Buy	+1,695	New	+$30.4K	﹤0.01%	122

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Wealthcare Capital Management's SCHD Position: Q2 2026 in Review

Wealthcare Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 28% in Q2 2026, buying an estimated $665K and bringing the position to 96,275 shares worth $3.05M. The position accounts for 0.29% of the portfolio, ranked #24.

Wealthcare Capital Management first reported a position in SCHD in Q1 2020 and has held it in 7 quarters since. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wealthcare Capital Management held 96,275 shares of Schwab US Dividend Equity ETF worth $3.05M as of Q2 2026.
Wealthcare Capital Management bought 20,956 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $665K.
Schwab US Dividend Equity ETF made up 0.29% of Wealthcare Capital Management's portfolio in Q2 2026, its #24 holding.
Wealthcare Capital Management first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 7 quarters since.
411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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