WAU
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Wellington-Altus USA’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wellington-Altus USA’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 		$150K Sell
4,900
-580
-11% -$18.4K 0.11% 156
2026
Q1 		$174K Buy
5,480
+840
+18% +$25.5K 0.1% 170
2025
Q4 		$127K Buy
+4,640
New +$126K 0.09% 171

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Wellington-Altus USA's SCHD Position: Q2 2026 in Review

Wellington-Altus USA reduced its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q2 2026, selling an estimated $18.4K and leaving 4,900 shares worth $150K. The position accounts for 0.11% of the portfolio, ranked #156.

Wellington-Altus USA first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. The position peaked at $174K in Q1 2026. 2,144 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Wellington-Altus USA held 4,900 shares of Schwab US Dividend Equity ETF worth $150K as of Q2 2026.
  • Wellington-Altus USA sold 580 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $18.4K.
  • Schwab US Dividend Equity ETF made up 0.11% of Wellington-Altus USA's portfolio in Q2 2026, its #156 holding.
  • Wellington-Altus USA first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Schwab US Dividend Equity ETF position peaked at $174K in Q1 2026.
  • 2,144 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.