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

West Paces 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	$282K	Buy	8,903 +7	+0.1%	+$222	0.05%	138
2026 Q1	$273K	Buy	8,896 +168	+2%	+$5.1K	0.05%	133
2025 Q4	$239K	Buy	8,728 +751	+9%	+$20.4K	0.05%	145
2025 Q3	$218K	Sell	7,977 -216	-3%	-$5.89K	0.04%	144
2025 Q2	$217K	Buy	8,193 +3,904	+91%	+$102K	0.05%	144
2025 Q1	$120K	Buy	4,289 +8	+0.2%	+$223	0.03%	173
2024 Q4	$117K	Sell	4,281 -183	-4%	-$5.2K	0.03%	182
2024 Q3	$126K	Buy	4,464 +21	+0.5%	+$572	0.03%	178
2024 Q2	$115K	Sell	4,443 -1,500	-25%	-$39K	0.03%	169
2024 Q1	$160K	Buy	5,943 +42	+0.7%	+$1.08K	0.04%	147
2023 Q4	$150K	Buy	5,901 +12	+0.2%	+$286	0.04%	143
2023 Q3	$139K	Sell	5,889 -4,491	-43%	-$110K	0.04%	137
2023 Q2	$251K	Buy	10,380 +9	+0.1%	+$215	0.07%	112
2023 Q1	$253K	Buy	10,371 +258	+3%	+$6.45K	0.08%	111
2022 Q4	$255K	Sell	10,113 -2,382	-19%	-$58.8K	0.08%	106
2022 Q3	$277K	Buy	12,495 +2,709	+28%	+$65.8K	0.1%	105
2022 Q2	$234K	Buy	9,786 +5,286	+117%	+$134K	0.08%	110
2022 Q1	$118K	Hold	4,500	–	–	0.04%	155
2021 Q4	$121K	Buy	+4,500	New	+$117K	0.04%	147

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 Paces Advisors's SCHD Position: Q2 2026 in Review

West Paces Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.08% in Q2 2026, buying an estimated $222 and bringing the position to 8,903 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #138.

West Paces Advisors first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

West Paces Advisors held 8,903 shares of Schwab US Dividend Equity ETF worth $282K as of Q2 2026.
West Paces Advisors bought 7 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $222.
Schwab US Dividend Equity ETF made up 0.05% of West Paces Advisors's portfolio in Q2 2026, its #138 holding.
West Paces Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.