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

WealthShield 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	$80.1K	Sell	2,525 -63,963	-96%	-$2.03M	0.01%	272
2026 Q1	$2.04M	Sell	66,488 -68	-0.1%	-$2.06K	0.23%	126
2025 Q4	$1.82M	Buy	66,556 +6,449	+11%	+$175K	0.2%	124
2025 Q3	$1.64M	Buy	60,107 +200	+0.3%	+$5.46K	0.19%	134
2025 Q2	$1.59M	Sell	59,907 -486	-0.8%	-$12.7K	0.19%	130
2025 Q1	$1.69M	Buy	60,393 +4,290	+8%	+$120K	0.22%	119
2024 Q4	$1.53M	Buy	56,103 +5,496	+11%	+$156K	0.22%	113
2024 Q3	$1.43M	Buy	50,607 +828	+2%	+$22.6K	0.19%	128
2024 Q2	$1.3M	Sell	49,779 -894	-2%	-$23.3K	0.2%	121
2024 Q1	$1.36M	Buy	50,673 +429	+0.9%	+$11.1K	0.22%	121
2023 Q4	$1.28M	Sell	50,244 -6	-0%	-$143	0.21%	121
2023 Q3	$1.19M	Sell	50,250 -1,665	-3%	-$40.9K	0.18%	131
2023 Q2	$1.26M	Buy	51,915 +4,572	+10%	+$109K	0.19%	128
2023 Q1	$1.15M	Sell	47,343 -1,347	-3%	-$33.7K	0.19%	135
2022 Q4	$1.23M	Sell	48,690 -615	-1%	-$15.2K	0.23%	116
2022 Q3	$1.09M	Buy	49,305 +762	+2%	+$18.5K	0.22%	119
2022 Q2	$1.16M	Sell	48,543 -63	-0.1%	-$1.6K	0.23%	113
2022 Q1	$1.28M	Buy	+48,606	New	+$1.27M	0.2%	118
2021 Q3	–	Sell	-201,675	Closed	-$5.08M	–	635
2021 Q2	$5.08M	Buy	201,675 +27,069	+16%	+$683K	0.8%	36
2021 Q1	$4.24M	Buy	174,606 +158,496	+984%	+$3.61M	0.76%	40
2020 Q4	$344K	Buy	16,110 +2,952	+22%	+$59.9K	0.06%	222
2020 Q3	$243K	Buy	+13,158	New	+$242K	0.09%	221
2020 Q2	–	Sell	-780	Closed	-$12K	–	338
2020 Q1	$12K	Hold	780	–	–	0.01%	223
2019 Q4	$15K	Hold	780	–	–	0.01%	241
2019 Q3	$14K	Hold	780	–	–	0.01%	231
2019 Q2	$14K	Hold	780	–	–	0.01%	203
2019 Q1	$14K	Buy	+780	New	+$13.1K	0.01%	230

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

WealthShield Partners's SCHD Position: Q2 2026 in Review

WealthShield Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 96% in Q2 2026, selling an estimated $2.03M and leaving 2,525 shares worth $80.1K. The position accounts for 0.01% of the portfolio, ranked #272.

WealthShield Partners first reported a position in SCHD in Q1 2019 and has held it in 27 quarters since. The position peaked at $5.08M in Q2 2021. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

WealthShield Partners held 2,525 shares of Schwab US Dividend Equity ETF worth $80.1K as of Q2 2026.
WealthShield Partners sold 63,963 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.03M.
Schwab US Dividend Equity ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #272 holding.
WealthShield Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 27 quarters since.
WealthShield Partners's Schwab US Dividend Equity ETF position peaked at $5.08M in Q2 2021.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.