Wolff Wiese Magana’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wolff Wiese Magana’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	$331K	Buy	10,429 +56	+0.5%	+$1.78K	0.15%	93
2026 Q1	$318K	Buy	10,373 +470	+5%	+$14.3K	0.18%	88
2025 Q4	$272K	Sell	9,903 -140	-1%	-$3.81K	0.15%	97
2025 Q3	$274K	Buy	10,043 +186	+2%	+$5.07K	0.16%	103
2025 Q2	$261K	Buy	9,857 +64	+0.7%	+$1.67K	0.16%	95
2025 Q1	$274K	Buy	9,793 +57	+0.6%	+$1.59K	0.19%	83
2024 Q4	$266K	Buy	9,736 +160	+2%	+$4.55K	0.18%	86
2024 Q3	$270K	Buy	9,576 +660	+7%	+$18K	0.18%	81
2024 Q2	$231K	Sell	8,916 -609	-6%	-$15.9K	0.18%	84
2024 Q1	$256K	Buy	9,525 +45	+0.5%	+$1.16K	0.22%	75
2023 Q4	$241K	Buy	9,480 +108	+1%	+$2.57K	0.23%	72
2023 Q3	$221K	Buy	9,372 +2,151	+30%	+$52.8K	0.18%	92
2023 Q2	$175K	Buy	7,221 +54	+0.8%	+$1.29K	0.14%	104
2023 Q1	$175K	Buy	7,167 +255	+4%	+$6.38K	0.14%	100
2022 Q4	$174K	Buy	6,912 +309	+5%	+$7.63K	0.15%	101
2022 Q3	$146K	Buy	6,603 +51	+0.8%	+$1.24K	0.12%	135
2022 Q2	$156K	Buy	6,552 +354	+6%	+$9.01K	0.11%	136
2022 Q1	$163K	Sell	6,198 -762	-11%	-$20K	0.11%	139
2021 Q4	$188K	Buy	6,960 +42	+0.6%	+$1.09K	0.12%	137
2021 Q3	$171K	Buy	6,918 +45	+0.7%	+$1.14K	0.12%	140
2021 Q2	$173K	Buy	6,873 +39	+0.6%	+$985	0.12%	136
2021 Q1	$166K	Buy	6,834 +36	+0.5%	+$819	0.13%	134
2020 Q4	$145K	Buy	+6,798	New	+$138K	0.12%	143

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Wolff Wiese Magana's SCHD Position: Q2 2026 in Review

Wolff Wiese Magana increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.54% in Q2 2026, buying an estimated $1.78K and bringing the position to 10,429 shares worth $331K. The position accounts for 0.15% of the portfolio, ranked #93.

Wolff Wiese Magana first reported a position in SCHD in Q4 2020 and has held it in 23 quarters since. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wolff Wiese Magana held 10,429 shares of Schwab US Dividend Equity ETF worth $331K as of Q2 2026.
Wolff Wiese Magana bought 56 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.78K.
Schwab US Dividend Equity ETF made up 0.15% of Wolff Wiese Magana's portfolio in Q2 2026, its #93 holding.
Wolff Wiese Magana first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 23 quarters since.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.