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

Wealthspan 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	$6.4M	Buy	201,757 +4,221	+2%	+$134K	2.02%	13
2026 Q1	$6.06M	Buy	197,536 +18,503	+10%	+$561K	2.14%	13
2025 Q4	$4.91M	Buy	179,033 +48,538	+37%	+$1.32M	1.78%	17
2025 Q3	$3.56M	Buy	130,495 +6,079	+5%	+$166K	1.36%	22
2025 Q2	$3.3M	Buy	124,416 +20,898	+20%	+$546K	1.36%	21
2025 Q1	$2.89M	Buy	103,518 +18,210	+21%	+$508K	1.34%	23
2024 Q4	$2.33M	Buy	85,308 +37,236	+77%	+$1.06M	1.11%	24
2024 Q3	$1.35M	Buy	48,072 +33,156	+222%	+$903K	0.67%	31
2024 Q2	$387K	Buy	14,916 +5,748	+63%	+$150K	0.21%	71
2024 Q1	$246K	Buy	+9,168	New	+$237K	0.15%	88

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

Wealthspan Partners's SCHD Position: Q2 2026 in Review

Wealthspan Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.1% in Q2 2026, buying an estimated $134K and bringing the position to 201,757 shares worth $6.4M. The position accounts for 2.02% of the portfolio, ranked #13.

Wealthspan Partners first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wealthspan Partners held 201,757 shares of Schwab US Dividend Equity ETF worth $6.4M as of Q2 2026.
Wealthspan Partners bought 4,221 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $134K.
Schwab US Dividend Equity ETF made up 2.02% of Wealthspan Partners's portfolio in Q2 2026, its #13 holding.
Wealthspan Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.