WealthCollab’s Schwab US Dividend Equity ETF SCHD Stock Holding History

WealthCollab’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	$251K	Buy	7,914 +9	+0.1%	+$286	0.09%	79
2026 Q1	$243K	Sell	7,905 -252	-3%	-$7.64K	0.1%	71
2025 Q4	$224K	Buy	8,157 +11	+0.1%	+$299	0.09%	79
2025 Q3	$222K	Sell	8,146 -411	-5%	-$11.2K	0.1%	73
2025 Q2	$227K	Buy	8,557 +10	+0.1%	+$261	0.13%	64
2025 Q1	$239K	Buy	8,547 +10	+0.1%	+$279	0.15%	58
2024 Q4	$233K	Buy	8,537 +8	+0.1%	+$227	0.15%	60
2024 Q3	$240K	Sell	8,529 -1,827	-18%	-$49.8K	0.16%	56
2024 Q2	$268K	Hold	10,356	–	–	0.19%	49
2024 Q1	$278K	Sell	10,356 -291	-3%	-$7.52K	0.21%	49
2023 Q4	$270K	Buy	+10,647	New	+$254K	0.21%	47

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

WealthCollab's SCHD Position: Q2 2026 in Review

WealthCollab increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.11% in Q2 2026, buying an estimated $286 and bringing the position to 7,914 shares worth $251K. The position accounts for 0.09% of the portfolio, ranked #79.

WealthCollab first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $278K in Q1 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

WealthCollab held 7,914 shares of Schwab US Dividend Equity ETF worth $251K as of Q2 2026.
WealthCollab bought 9 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $286.
Schwab US Dividend Equity ETF made up 0.09% of WealthCollab's portfolio in Q2 2026, its #79 holding.
WealthCollab first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
WealthCollab's Schwab US Dividend Equity ETF position peaked at $278K in Q1 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.