Wingate Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wingate 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	$496K	Hold	15,650	–	–	0.22%	77
2026 Q1	$480K	Sell	15,650 -25,732	-62%	-$781K	0.26%	71
2025 Q4	$1.14M	Sell	41,382 -3,184	-7%	-$86.6K	0.63%	46
2025 Q3	$1.22M	Sell	44,566 -7,621	-15%	-$208K	0.84%	40
2025 Q2	$1.38M	Sell	52,187 -6,036	-10%	-$158K	1.23%	31
2025 Q1	$1.63M	Sell	58,223 -739	-1%	-$20.6K	1.87%	17
2024 Q4	$1.61M	Buy	+58,962	New	+$1.68M	1.58%	19

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wingate Wealth Advisors's SCHD Position: Q2 2026 in Review

Wingate Wealth Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 15,650 shares worth $496K. The position accounts for 0.22% of the portfolio, ranked #77.

Wingate Wealth Advisors first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wingate Wealth Advisors held 15,650 shares of Schwab US Dividend Equity ETF worth $496K as of Q2 2026.
Wingate Wealth Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.22% of Wingate Wealth Advisors's portfolio in Q2 2026, its #77 holding.
Wingate Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Wingate Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $1.63M in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.