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

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

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. 2,138 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.
2,138 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.