Western Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Western Wealth Management’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	$6.02M	Sell	189,755 -11,317	-6%	-$359K	0.2%	103
2026 Q1	$6.17M	Buy	201,072 +71,437	+55%	+$2.17M	0.23%	84
2025 Q4	$3.56M	Sell	129,635 -14,111	-10%	-$384K	0.16%	115
2025 Q3	$3.92M	Buy	143,746 +7,247	+5%	+$198K	0.21%	99
2025 Q2	$3.62M	Sell	136,499 -25,127	-16%	-$656K	0.21%	95
2025 Q1	$4.52M	Sell	161,626 -67,829	-30%	-$1.89M	0.3%	72
2024 Q4	$6.27M	Sell	229,455 -4,764	-2%	-$135K	0.34%	58
2024 Q3	$6.6M	Buy	234,219 +77,199	+49%	+$2.1M	0.38%	50
2024 Q2	$4.07M	Buy	157,020 +4,533	+3%	+$118K	0.3%	66
2024 Q1	$4.1M	Sell	152,487 -70,941	-32%	-$1.83M	0.32%	65
2023 Q4	$5.67M	Buy	223,428 +42,231	+23%	+$1.01M	0.41%	48
2023 Q3	$4.27M	Buy	181,197 +28,713	+19%	+$705K	0.36%	56
2023 Q2	$3.69M	Buy	152,484 +15,414	+11%	+$368K	0.31%	67
2023 Q1	$3.34M	Buy	137,070 +8,190	+6%	+$205K	0.31%	73
2022 Q4	$3.25M	Sell	128,880 -69,873	-35%	-$1.72M	0.33%	66
2022 Q3	$4.5M	Buy	198,753 +23,589	+13%	+$573K	0.26%	86
2022 Q2	$4.19M	Buy	175,164 +22,011	+14%	+$560K	0.24%	92
2022 Q1	$4.03M	Buy	153,153 +92,082	+151%	+$2.41M	0.2%	111
2021 Q4	$1.64M	Buy	+61,071	New	+$1.59M	0.16%	136
2021 Q2	$2.02M	Buy	79,794 +729	+0.9%	+$18.4K	0.21%	110
2021 Q1	$1.92M	Buy	79,065 +3,630	+5%	+$82.6K	0.26%	89
2020 Q4	$1.61M	Buy	75,435 +3,975	+6%	+$80.6K	0.24%	101
2020 Q3	$1.32M	Buy	71,460 +3,375	+5%	+$62.1K	0.22%	107
2020 Q2	$1.18M	Buy	68,085 +192	+0.3%	+$3.24K	0.21%	117
2020 Q1	$1.01M	Buy	67,893 +5,751	+9%	+$103K	0.23%	103
2019 Q4	$1.2M	Sell	62,142 -2,544	-4%	-$47.7K	0.18%	124
2019 Q3	$1.18M	Buy	64,686 +9,894	+18%	+$177K	0.25%	102
2019 Q2	$968K	Sell	54,792 -3,360	-6%	-$59.1K	0.13%	138
2019 Q1	$1.01M	Buy	58,152 +3,495	+6%	+$58.8K	0.22%	109
2018 Q4	$855K	Buy	+54,657	New	+$911K	0.23%	107

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

Western Wealth Management's SCHD Position: Q2 2026 in Review

Western Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.6% in Q2 2026, selling an estimated $359K and leaving 189,755 shares worth $6.02M. The position accounts for 0.2% of the portfolio, ranked #103.

Western Wealth Management first reported a position in SCHD in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.6M in Q3 2024. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Western Wealth Management held 189,755 shares of Schwab US Dividend Equity ETF worth $6.02M as of Q2 2026.
Western Wealth Management sold 11,317 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $359K.
Schwab US Dividend Equity ETF made up 0.2% of Western Wealth Management's portfolio in Q2 2026, its #103 holding.
Western Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's Schwab US Dividend Equity ETF position peaked at $6.6M in Q3 2024.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.