Westmount Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Westmount Partners’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	$256K	Buy	+8,084	New	+$256K	0.06%	228
2025 Q2	–	Sell	-11,713	Closed	-$327K	–	253
2025 Q1	$327K	Sell	11,713 -195	-2%	-$5.44K	0.1%	170
2024 Q4	$325K	Buy	11,908 +1	+0%	+$28	0.1%	162
2024 Q3	$336K	Buy	11,907 +3	+0%	+$82	0.1%	157
2024 Q2	$307K	Buy	11,904 +795	+7%	+$20.7K	0.1%	157
2024 Q1	$299K	Sell	11,109 -1,446	-12%	-$37.4K	0.11%	162
2023 Q4	$319K	Sell	12,555 -7,998	-39%	-$191K	0.13%	142
2023 Q3	$485K	Buy	20,553 +7,680	+60%	+$188K	0.21%	107
2023 Q2	$312K	Sell	12,873 -621	-5%	-$14.8K	0.14%	141
2023 Q1	$329K	Buy	13,494 +375	+3%	+$9.38K	0.15%	136
2022 Q4	$330K	Buy	+13,119	New	+$324K	0.17%	128

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Westmount Partners's SCHD Position: Q2 2026 in Review

Westmount Partners opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 8,084 shares worth $256K. The stake represents 0.06% of the portfolio and ranks #228 among its holdings. This is a return to the name: Westmount Partners previously reported a position in SCHD as recently as Q1 2025.

Westmount Partners first reported a position in SCHD in Q4 2022 and has held it in 11 quarters since. The position peaked at $485K in Q3 2023. 372 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Westmount Partners held 8,084 shares of Schwab US Dividend Equity ETF worth $256K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Westmount Partners position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.06% of Westmount Partners's portfolio in Q2 2026, its #228 holding.
Westmount Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 11 quarters since.
Westmount Partners's Schwab US Dividend Equity ETF position peaked at $485K in Q3 2023.
372 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.