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Wealthstar Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wealthstar Advisors’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 		$543K Hold
17,122
– – 0.16% 84
2026
Q1 		$525K Buy
17,122
+1,064
+7% +$32.3K 0.25% 83
2025
Q4 		$440K Sell
16,058
-549
-3% -$14.9K 0.19% 94
2025
Q3 		$453K Buy
16,607
+629
+4% +$17.2K 0.18% 104
2025
Q2 		$423K Hold
15,978
– – 0.16% 107
2025
Q1 		$447K Hold
15,978
– – 0.2% 99
2024
Q4 		$437K Buy
+15,978
New +$454K 0.19% 94

Other funds holding SCHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
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
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

Wealthstar Advisors's SCHD Position: Q2 2026 in Review

Wealthstar Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 17,122 shares worth $543K. The position accounts for 0.16% of the portfolio, ranked #84.

Wealthstar Advisors first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Wealthstar Advisors held 17,122 shares of Schwab US Dividend Equity ETF worth $543K as of Q2 2026.
  • Wealthstar Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.16% of Wealthstar Advisors's portfolio in Q2 2026, its #84 holding.
  • Wealthstar Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.