Wedmont Private Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wedmont Private Capital’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	$7.2M	Buy	222,110 +121,591	+121%	+$3.86M	0.2%	68
2026 Q1	$3.1M	Buy	100,519 +802	+0.8%	+$24.3K	0.1%	120
2025 Q4	$2.78M	Buy	99,717 +4,959	+5%	+$135K	0.1%	128
2025 Q3	$2.58M	Buy	94,758 +2,745	+3%	+$74.9K	0.1%	123
2025 Q2	$2.51M	Sell	92,013 -4,839	-5%	-$126K	0.11%	115
2025 Q1	$2.45M	Buy	96,852 +5,887	+6%	+$164K	0.13%	91
2024 Q4	$2.46M	Buy	90,965 +20,738	+30%	+$590K	0.13%	96
2024 Q3	$1.97M	Buy	70,227 +3,348	+5%	+$91.2K	0.11%	102
2024 Q2	$1.78M	Buy	66,879 +11,526	+21%	+$300K	0.11%	106
2024 Q1	$1.47M	Sell	55,353 -1,338	-2%	-$34.6K	0.11%	121
2023 Q4	$1.45M	Buy	56,691 +2,523	+5%	+$60.1K	0.12%	110
2023 Q3	$1.27M	Buy	54,168 +1,359	+3%	+$33.3K	0.13%	101
2023 Q2	$1.29M	Buy	52,809 +6,522	+14%	+$156K	0.14%	97
2023 Q1	$1.13M	Sell	46,287 -25,545	-36%	-$639K	0.15%	93
2022 Q4	$1.86M	Buy	71,832 +35,538	+98%	+$877K	0.28%	61
2022 Q3	$804K	Buy	36,294 +6	+0%	+$146	0.16%	102
2022 Q2	$866K	Buy	36,288 +9,177	+34%	+$233K	0.19%	82
2022 Q1	$717K	Buy	27,111 +13,776	+103%	+$361K	0.16%	107
2021 Q4	$364K	Buy	+13,335	New	+$346K	0.11%	146

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

Wedmont Private Capital's SCHD Position: Q2 2026 in Review

Wedmont Private Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 121% in Q2 2026, buying an estimated $3.86M and bringing the position to 222,110 shares worth $7.2M. The position accounts for 0.2% of the portfolio, ranked #68.

Wedmont Private Capital first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wedmont Private Capital held 222,110 shares of Schwab US Dividend Equity ETF worth $7.2M as of Q2 2026.
Wedmont Private Capital bought 121,591 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.86M.
Schwab US Dividend Equity ETF made up 0.2% of Wedmont Private Capital's portfolio in Q2 2026, its #68 holding.
Wedmont Private Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.