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White Knight Strategic Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

White Knight Strategic Wealth Advisors’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 		$2.81M Buy
88,500
+1,795
+2% +$56.9K 1.97% 13
2026
Q1 		$2.66M Sell
86,705
-3,930
-4% -$119K 2.24% 12
2025
Q4 		$2.49M Buy
90,635
+14,598
+19% +$397K 1.82% 14
2025
Q3 		$2.08M Sell
76,037
-8,289
-10% -$226K 1.63% 15
2025
Q2 		$2.23M Sell
84,326
-231
-0.3% -$6.03K 1.9% 12
2025
Q1 		$2.36M Sell
84,557
-85,947
-50% -$2.4M 2.18% 11
2024
Q4 		$4.66M Buy
170,504
+84,992
+99% +$2.42M 1.95% 13
2024
Q3 		$2.41M Buy
85,512
+135
+0.2% +$3.68K 2.18% 11
2024
Q2 		$2.21M Buy
85,377
+2,412
+3% +$62.8K 2.21% 12
2024
Q1 		$2.23M Buy
82,965
+2,604
+3% +$67.3K 2.32% 11
2023
Q4 		$2.04M Buy
80,361
+18,324
+30% +$437K 2.35% 12
2023
Q3 		$1.46M Buy
62,037
+3,465
+6% +$85K 1.93% 14
2023
Q2 		$1.42M Buy
58,572
+7,545
+15% +$180K 1.66% 16
2023
Q1 		$1.24M Sell
51,027
-5,025
-9% -$126K 1.56% 19
2022
Q4 		$1.41M Buy
56,052
+11,370
+25% +$281K 1.94% 13
2022
Q3 		$989K Buy
44,682
+4,605
+11% +$112K 1.42% 22
2022
Q2 		$957K Buy
40,077
+15,003
+60% +$382K 1.32% 22
2022
Q1 		$659K Buy
+25,074
New +$657K 0.71% 33

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

White Knight Strategic Wealth Advisors's SCHD Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.1% in Q2 2026, buying an estimated $56.9K and bringing the position to 88,500 shares worth $2.81M. The position accounts for 1.97% of the portfolio, ranked #13.

White Knight Strategic Wealth Advisors first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.66M in Q4 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • White Knight Strategic Wealth Advisors held 88,500 shares of Schwab US Dividend Equity ETF worth $2.81M as of Q2 2026.
  • White Knight Strategic Wealth Advisors bought 1,795 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $56.9K.
  • Schwab US Dividend Equity ETF made up 1.97% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • White Knight Strategic Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • White Knight Strategic Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $4.66M in Q4 2024.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.