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

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

Whitaker-Myers Wealth Managers's SCHD Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.3% in Q2 2026, buying an estimated $1.94M and bringing the position to 1,042,013 shares worth $33M. The position accounts for 5.52% of the portfolio, ranked #5.

Whitaker-Myers Wealth Managers first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 1,042,013 shares of Schwab US Dividend Equity ETF worth $33M as of Q2 2026.
  • Whitaker-Myers Wealth Managers bought 61,308 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.94M.
  • Schwab US Dividend Equity ETF made up 5.52% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #5 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.