WLIM
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White Lighthouse Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

White Lighthouse Investment Management’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 		$26.5M Buy
835,391
+150,648
+22% +$4.78M 3.3% 9
2026
Q1 		$21M Buy
684,743
+497,075
+265% +$15.1M 2.91% 9
2025
Q4 		$5.15M Buy
187,668
+64,483
+52% +$1.75M 0.72% 28
2025
Q3 		$3.36M Sell
123,185
-4,263
-3% -$116K 0.51% 36
2025
Q2 		$3.38M Sell
127,448
-1,267
-1% -$33.1K 0.55% 35
2025
Q1 		$3.6M Sell
128,715
-1,552
-1% -$43.3K 0.64% 33
2024
Q4 		$3.56M Buy
130,267
+2,149
+2% +$61.1K 0.63% 33
2024
Q3 		$3.61M Buy
128,118
+1,482
+1% +$40.4K 0.65% 32
2024
Q2 		$3.28M Sell
126,636
-573
-0.5% -$14.9K 0.63% 33
2024
Q1 		$3.42M Sell
127,209
-693
-0.5% -$17.9K 0.69% 31
2023
Q4 		$3.25M Sell
127,902
-2,613
-2% -$62.3K 0.71% 29
2023
Q3 		$3.08M Buy
130,515
+2,988
+2% +$73.3K 0.75% 27
2023
Q2 		$3.09M Sell
127,527
-645
-0.5% -$15.4K 0.74% 27
2023
Q1 		$3.13M Sell
128,172
-1,425
-1% -$35.6K 0.79% 27
2022
Q4 		$3.26M Buy
129,597
+57
+0% +$1.41K 0.89% 27
2022
Q3 		$2.87M Buy
129,540
+4,284
+3% +$104K 0.84% 27
2022
Q2 		$2.99M Sell
125,256
-1,638
-1% -$41.7K 0.86% 28
2022
Q1 		$3.34M Sell
126,894
-1,107
-0.9% -$29K 0.85% 27
2021
Q4 		$3.45M Buy
128,001
+10,272
+9% +$267K 0.86% 28
2021
Q3 		$2.91M Buy
117,729
+1,155
+1% +$29.4K 0.78% 30
2021
Q2 		$2.94M Buy
116,574
+6,039
+5% +$152K 0.81% 31
2021
Q1 		$2.69M Buy
110,535
+5,334
+5% +$121K 0.82% 29
2020
Q4 		$2.25M Buy
105,201
+23,484
+29% +$476K 0.72% 33
2020
Q3 		$1.51M Buy
81,717
+55,191
+208% +$1.02M 0.52% 43
2020
Q2 		$458K Buy
+26,526
New +$448K 0.17% 81

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

White Lighthouse Investment Management's SCHD Position: Q2 2026 in Review

White Lighthouse Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 22% in Q2 2026, buying an estimated $4.78M and bringing the position to 835,391 shares worth $26.5M. The position accounts for 3.3% of the portfolio, ranked #9.

White Lighthouse Investment Management first reported a position in SCHD in Q2 2020 and has held it in 25 quarters since. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • White Lighthouse Investment Management held 835,391 shares of Schwab US Dividend Equity ETF worth $26.5M as of Q2 2026.
  • White Lighthouse Investment Management bought 150,648 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.78M.
  • Schwab US Dividend Equity ETF made up 3.3% of White Lighthouse Investment Management's portfolio in Q2 2026, its #9 holding.
  • White Lighthouse Investment Management first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.