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

West Michigan 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	$1.83M	Buy	57,864 +3,370	+6%	+$107K	0.35%	74
2026 Q1	$1.67M	Buy	54,494 +6,049	+12%	+$183K	0.37%	75
2025 Q4	$1.33M	Buy	48,445 +951	+2%	+$25.9K	0.31%	87
2025 Q3	$1.3M	Sell	47,494 -8,178	-15%	-$223K	0.31%	85
2025 Q2	$1.48M	Buy	55,672 +1,967	+4%	+$51.4K	0.42%	50
2025 Q1	$1.5M	Buy	53,705 +7,844	+17%	+$219K	0.5%	47
2024 Q4	$1.25M	Buy	45,861 +228	+0.5%	+$6.48K	0.38%	54
2024 Q3	$1.29M	Buy	45,633 +3,417	+8%	+$93.1K	0.39%	54
2024 Q2	$1.11M	Buy	42,216 +8,259	+24%	+$215K	0.35%	51
2024 Q1	$913K	Buy	+33,957	New	+$877K	0.3%	59

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

West Michigan Advisors's SCHD Position: Q2 2026 in Review

West Michigan Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.2% in Q2 2026, buying an estimated $107K and bringing the position to 57,864 shares worth $1.83M. The position accounts for 0.35% of the portfolio, ranked #74.

West Michigan Advisors first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

West Michigan Advisors held 57,864 shares of Schwab US Dividend Equity ETF worth $1.83M as of Q2 2026.
West Michigan Advisors bought 3,370 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $107K.
Schwab US Dividend Equity ETF made up 0.35% of West Michigan Advisors's portfolio in Q2 2026, its #74 holding.
West Michigan Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.