Wolfstich Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wolfstich Capital’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	$1.4M	Sell	43,231 -16,854	-28%	-$535K	1.08%	11
2026 Q1	$1.83M	Buy	+60,085	New	+$1.82M	1.6%	11
2025 Q4	–	Sell	-18,051	Closed	-$493K	–	20
2025 Q3	$493K	Hold	18,051	–	–	1.01%	10
2025 Q2	$478K	Sell	18,051 -7,641	-30%	-$200K	1.05%	10
2025 Q1	$718K	Hold	25,692	–	–	0.65%	17
2024 Q4	$702K	Buy	+25,692	New	+$730K	0.62%	17

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

Wolfstich Capital's SCHD Position: Q2 2026 in Review

Wolfstich Capital reduced its Schwab US Dividend Equity ETF (SCHD) stake by 28% in Q2 2026, selling an estimated $535K and leaving 43,231 shares worth $1.4M. The position accounts for 1.08% of the portfolio, ranked #11.

Wolfstich Capital first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.83M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wolfstich Capital held 43,231 shares of Schwab US Dividend Equity ETF worth $1.4M as of Q2 2026.
Wolfstich Capital sold 16,854 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $535K.
Schwab US Dividend Equity ETF made up 1.08% of Wolfstich Capital's portfolio in Q2 2026, its #11 holding.
Wolfstich Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
Wolfstich Capital's Schwab US Dividend Equity ETF position peaked at $1.83M in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wolfstich Capital's 13F filing for Q2 2026, filed 24 Jul 2026.