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

WESPAC 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	$1.01M	Sell	31,964 -112	-0.3%	-$3.55K	0.49%	61
2026 Q1	$984K	Buy	+32,076	New	+$973K	0.54%	54
2025 Q3	–	Sell	-8,421	Closed	-$223K	–	202
2025 Q2	$223K	Buy	8,421 +80	+1%	+$2.09K	0.16%	157
2025 Q1	$233K	Buy	8,341 +708	+9%	+$19.7K	0.19%	142
2024 Q4	$209K	Buy	7,633 +64	+0.8%	+$1.82K	0.15%	154
2024 Q3	$213K	Buy	+7,569	New	+$206K	0.16%	146
2023 Q1	–	Sell	-9,534	Closed	-$240K	–	125
2022 Q4	$240K	Buy	9,534 +6	+0.1%	+$148	0.42%	56
2022 Q3	$211K	Buy	+9,528	New	+$231K	0.28%	75

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's SCHD Position: Q2 2026 in Review

WESPAC Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.35% in Q2 2026, selling an estimated $3.55K and leaving 31,964 shares worth $1.01M. The position accounts for 0.49% of the portfolio, ranked #61.

WESPAC Advisors first reported a position in SCHD in Q3 2022 and has held it in 8 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

WESPAC Advisors held 31,964 shares of Schwab US Dividend Equity ETF worth $1.01M as of Q2 2026.
WESPAC Advisors sold 112 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.55K.
Schwab US Dividend Equity ETF made up 0.49% of WESPAC Advisors's portfolio in Q2 2026, its #61 holding.
WESPAC Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 8 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.