WealthCare Investment Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

WealthCare Investment 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	$3.11M	Sell	97,937 -5,557	-5%	-$176K	0.75%	38
2026 Q1	$3.16M	Sell	103,494 -7,157	-6%	-$217K	0.88%	30
2025 Q4	$3.07M	Sell	110,651 -22,139	-17%	-$602K	0.89%	26
2025 Q3	$3.66M	Sell	132,790 -15,351	-10%	-$419K	1.19%	21
2025 Q2	$4.05M	Sell	148,141 -7,598	-5%	-$198K	1.46%	16
2025 Q1	$3.9M	Sell	155,739 -9,121	-6%	-$254K	1.65%	16
2024 Q4	$4.49M	Sell	164,860 -27,719	-14%	-$788K	1.96%	12
2024 Q3	$5.41M	Sell	192,579 -35,847	-16%	-$977K	2.37%	12
2024 Q2	$5.92M	Sell	228,426 -21,810	-9%	-$568K	2.75%	5
2024 Q1	$6.73M	Buy	250,236 +12,651	+5%	+$327K	3.25%	5
2023 Q4	$6.08M	Sell	237,585 -36,702	-13%	-$875K	3.32%	5
2023 Q3	$6.42M	Sell	274,287 -5,712	-2%	-$140K	3.9%	5
2023 Q2	$6.79M	Sell	279,999 -4,167	-1%	-$99.6K	4.07%	5
2023 Q1	$6.93M	Sell	284,166 -8,349	-3%	-$209K	4.19%	5
2022 Q4	$7.37M	Buy	292,515 +41,844	+17%	+$1.03M	5.02%	5
2022 Q3	$5.55M	Buy	250,671 +31,575	+14%	+$767K	4.59%	5
2022 Q2	$5.23M	Buy	219,096 +46,260	+27%	+$1.18M	4.48%	4
2022 Q1	$4.56M	Buy	172,836 +54,270	+46%	+$1.42M	4.05%	4
2021 Q4	$3.19M	Buy	+118,566	New	+$3.08M	3.09%	4

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 Investment Partners's SCHD Position: Q2 2026 in Review

WealthCare Investment Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.4% in Q2 2026, selling an estimated $176K and leaving 97,937 shares worth $3.11M. The position accounts for 0.75% of the portfolio, ranked #38.

WealthCare Investment Partners first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.37M in Q4 2022. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

WealthCare Investment Partners held 97,937 shares of Schwab US Dividend Equity ETF worth $3.11M as of Q2 2026.
WealthCare Investment Partners sold 5,557 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $176K.
Schwab US Dividend Equity ETF made up 0.75% of WealthCare Investment Partners's portfolio in Q2 2026, its #38 holding.
WealthCare Investment Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
WealthCare Investment Partners's Schwab US Dividend Equity ETF position peaked at $7.37M in Q4 2022.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.