WealthGarden F.S.’s Schwab US Dividend Equity ETF SCHD Stock Holding History

WealthGarden F.S.’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	$2.67M	Buy	84,298 +2,058	+3%	+$65.3K	1.52%	14
2026 Q1	$2.52M	Buy	82,240 +713	+0.9%	+$21.6K	1.72%	12
2025 Q4	$2.38M	Buy	81,527 +1,971	+2%	+$53.6K	1.57%	19
2025 Q3	$2.15M	Sell	79,556 -1,528	-2%	-$41.7K	1.53%	17
2025 Q2	$2.15M	Sell	81,084 -19	-0%	-$496	1.78%	13
2025 Q1	$2.27M	Buy	81,103 +331	+0.4%	+$9.23K	2.18%	6
2024 Q4	$2.21M	Buy	80,772 +1,881	+2%	+$53.5K	2.06%	7
2024 Q3	$2.22M	Buy	78,891 +3,342	+4%	+$91K	2.16%	6
2024 Q2	$1.96M	Buy	+75,549	New	+$1.97M	2.06%	10

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

WealthGarden F.S.'s SCHD Position: Q2 2026 in Review

WealthGarden F.S. increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.5% in Q2 2026, buying an estimated $65.3K and bringing the position to 84,298 shares worth $2.67M. The position accounts for 1.52% of the portfolio, ranked #14.

WealthGarden F.S. first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

WealthGarden F.S. held 84,298 shares of Schwab US Dividend Equity ETF worth $2.67M as of Q2 2026.
WealthGarden F.S. bought 2,058 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $65.3K.
Schwab US Dividend Equity ETF made up 1.52% of WealthGarden F.S.'s portfolio in Q2 2026, its #14 holding.
WealthGarden F.S. first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.