WMWM
SCHD icon

Whitaker-Myers Wealth Managers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Whitaker-Myers Wealth Managers’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 		$33M Buy
1,042,013
+61,308
+6% +$1.94M 5.52% 5
2026
Q1 		$30.1M Buy
980,705
+4,748
+0.5% +$144K 6% 3
2025
Q4 		$26.8M Sell
975,957
-40,221
-4% -$1.09M 5.58% 4
2025
Q3 		$27.7M Buy
1,016,178
+66,033
+7% +$1.8M 6.05% 4
2025
Q2 		$25.2M Buy
950,145
+51,041
+6% +$1.33M 6.34% 4
2025
Q1 		$25.1M Buy
899,104
+84,078
+10% +$2.34M 7.05% 3
2024
Q4 		$22.3M Buy
815,026
+92,872
+13% +$2.64M 6.49% 4
2024
Q3 		$20.3M Buy
722,154
+30,939
+4% +$843K 6.77% 4
2024
Q2 		$17.9M Buy
691,215
+7,461
+1% +$194K 6.62% 4
2024
Q1 		$18.4M Buy
683,754
+73,962
+12% +$1.91M 7.75% 4
2023
Q4 		$15.5M Buy
609,792
+66,663
+12% +$1.59M 7.71% 3
2023
Q3 		$12.8M Buy
543,129
+96,342
+22% +$2.36M 7.95% 2
2023
Q2 		$10.8M Buy
446,787
+61,344
+16% +$1.47M 7.24% 2
2023
Q1 		$9.4M Buy
385,443
+69,567
+22% +$1.74M 7.28% 2
2022
Q4 		$7.95M Buy
+315,876
New +$7.8M 7.63% 2

Other funds holding SCHD

HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 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
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
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return