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

WESPAC Advisors SoCal’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	$288K	Hold	9,075	–	–	0.05%	110
2026 Q1	$278K	Sell	9,075 -2,211	-20%	-$67.1K	0.06%	105
2025 Q4	$310K	Buy	11,286 +2,211	+24%	+$60.1K	0.06%	98
2025 Q3	$248K	Hold	9,075	–	–	0.05%	101
2025 Q2	$240K	Hold	9,075	–	–	0.05%	99
2025 Q1	$254K	Hold	9,075	–	–	0.07%	95
2024 Q4	$248K	Sell	9,075 -435	-5%	-$12.4K	0.06%	95
2024 Q3	$268K	Hold	9,510	–	–	0.06%	91
2024 Q2	$246K	Buy	9,510 +825	+9%	+$21.5K	0.06%	85
2024 Q1	$233K	Buy	8,685 +750	+9%	+$19.4K	0.06%	87
2023 Q4	$201K	Buy	+7,935	New	+$189K	0.06%	92
2022 Q3	–	Sell	-13,350	Closed	-$319K	–	81
2022 Q2	$319K	Hold	13,350	–	–	0.12%	71
2022 Q1	$351K	Hold	13,350	–	–	0.11%	75
2021 Q4	$352K	Hold	13,350	–	–	0.11%	74
2021 Q3	$335K	Hold	13,350	–	–	0.11%	78
2021 Q2	$337K	Buy	+13,350	New	+$337K	0.11%	77
2018 Q2	–	Sell	-300	Closed	-$4K	–	221
2018 Q1	$4K	Buy	+300	New	+$5.12K	﹤0.01%	232

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

WESPAC Advisors SoCal's SCHD Position: Q2 2026 in Review

WESPAC Advisors SoCal held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 9,075 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #110.

WESPAC Advisors SoCal first reported a position in SCHD in Q1 2018 and has held it in 17 quarters since. The position peaked at $352K in Q4 2021. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

WESPAC Advisors SoCal held 9,075 shares of Schwab US Dividend Equity ETF worth $288K as of Q2 2026.
WESPAC Advisors SoCal left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.05% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #110 holding.
WESPAC Advisors SoCal first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 17 quarters since.
WESPAC Advisors SoCal's Schwab US Dividend Equity ETF position peaked at $352K in Q4 2021.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.