Wedbush Securities’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wedbush Securities’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	$6.21M	Buy	195,950 +2,472	+1%	+$78.4K	0.16%	92
2026 Q1	$5.94M	Buy	193,478 +6,919	+4%	+$210K	0.17%	85
2025 Q4	$5.12M	Buy	186,559 +3,186	+2%	+$86.6K	0.15%	94
2025 Q3	$5.01M	Buy	183,373 +6,287	+4%	+$172K	0.16%	84
2025 Q2	$4.69M	Buy	177,086 +40,206	+29%	+$1.05M	0.16%	92
2025 Q1	$3.83M	Sell	136,880 -72	-0.1%	-$2.01K	0.14%	106
2024 Q4	$3.74M	Buy	136,952 +4,043	+3%	+$115K	0.13%	108
2024 Q3	$3.75M	Buy	132,909 +1,680	+1%	+$45.8K	0.14%	110
2024 Q2	$3.4M	Buy	131,229 +1,191	+0.9%	+$31K	0.12%	124
2024 Q1	$3.5M	Sell	130,038 -11,406	-8%	-$295K	0.13%	117
2023 Q4	$3.59M	Sell	141,444 -4,980	-3%	-$119K	0.16%	96
2023 Q3	$3.45M	Sell	146,424 -6,831	-4%	-$168K	0.17%	94
2023 Q2	$3.71M	Buy	153,255 +5,832	+4%	+$139K	0.18%	88
2023 Q1	$3.6M	Buy	147,423 +14,040	+11%	+$351K	0.18%	92
2022 Q4	$3.36M	Buy	133,383 +47,733	+56%	+$1.18M	0.18%	91
2022 Q3	$1.9M	Buy	85,650 +58,869	+220%	+$1.43M	0.11%	147
2022 Q2	$639K	Buy	26,781 +2,679	+11%	+$68.2K	0.03%	434
2022 Q1	$634K	Buy	24,102 +6,066	+34%	+$159K	0.03%	495
2021 Q4	$486K	Buy	18,036 +6,294	+54%	+$164K	0.02%	644
2021 Q3	$291K	Buy	+11,742	New	+$298K	0.01%	875
2019 Q2	–	Sell	-18,324	Closed	-$319K	–	1025
2019 Q1	$319K	Buy	18,324 +24	+0.1%	+$404	0.03%	575
2018 Q4	$287K	Buy	18,300 +4,380	+31%	+$73K	0.04%	552
2018 Q3	$246K	Buy	13,920 +627	+5%	+$10.9K	0.03%	680
2018 Q2	$218K	Buy	+13,293	New	+$219K	0.03%	695

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

Wedbush Securities's SCHD Position: Q2 2026 in Review

Wedbush Securities increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.3% in Q2 2026, buying an estimated $78.4K and bringing the position to 195,950 shares worth $6.21M. The position accounts for 0.16% of the portfolio, ranked #92.

Wedbush Securities first reported a position in SCHD in Q2 2018 and has held it in 24 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wedbush Securities held 195,950 shares of Schwab US Dividend Equity ETF worth $6.21M as of Q2 2026.
Wedbush Securities bought 2,472 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $78.4K.
Schwab US Dividend Equity ETF made up 0.16% of Wedbush Securities's portfolio in Q2 2026, its #92 holding.
Wedbush Securities first reported a position in Schwab US Dividend Equity ETF in Q2 2018 and has held it in 24 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.