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

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 22.9% 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 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. 2,148 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.
2,148 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.