Winch Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Winch Advisory Services's SCHD Position: Q2 2026 in Review

Winch Advisory Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 144% in Q2 2026, buying an estimated $2.6K and bringing the position to 139 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Winch Advisory Services first reported a position in SCHD in Q3 2020 and has held it in 8 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

• Winch Advisory Services held 139 shares of Schwab US Dividend Equity ETF worth $12.8K as of Q2 2026.
• Winch Advisory Services bought 82 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.6K.
• Schwab US Dividend Equity ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #310 holding.
• Winch Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 8 quarters since.
• 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.