Wilkins Miller Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wilkins Miller Wealth 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	$815K	Sell	25,694 -606	-2%	-$19.2K	0.45%	48
2026 Q1	$807K	Sell	26,300 -1,031	-4%	-$31.3K	0.49%	50
2025 Q4	$750K	Sell	27,331 -1,098	-4%	-$29.9K	0.45%	49
2025 Q3	$776K	Sell	28,429 -168	-0.6%	-$4.58K	0.48%	49
2025 Q2	$758K	Sell	28,597 -526	-2%	-$13.7K	0.52%	46
2025 Q1	$814K	Buy	29,123 +68	+0.2%	+$1.9K	0.61%	41
2024 Q4	$794K	Buy	+29,055	New	+$826K	0.83%	26

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Wilkins Miller Wealth Management's SCHD Position: Q2 2026 in Review

Wilkins Miller Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.3% in Q2 2026, selling an estimated $19.2K and leaving 25,694 shares worth $815K. The position accounts for 0.45% of the portfolio, ranked #48.

Wilkins Miller Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 615 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wilkins Miller Wealth Management held 25,694 shares of Schwab US Dividend Equity ETF worth $815K as of Q2 2026.
Wilkins Miller Wealth Management sold 606 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $19.2K.
Schwab US Dividend Equity ETF made up 0.45% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #48 holding.
Wilkins Miller Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
615 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.