Wood Tarver Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wood Tarver Financial Group’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	$973K	Buy	30,689 +529	+2%	+$16.8K	0.23%	64
2026 Q1	$925K	Sell	30,160 -556	-2%	-$16.9K	0.26%	61
2025 Q4	$842K	Sell	30,716 -748	-2%	-$20.3K	0.24%	62
2025 Q3	$858K	Sell	31,464 -887	-3%	-$24.2K	0.25%	61
2025 Q2	$857K	Sell	32,351 -2,885	-8%	-$75.3K	0.26%	57
2025 Q1	$985K	Sell	35,236 -3,440	-9%	-$95.9K	0.32%	48
2024 Q4	$1.06M	Buy	+38,676	New	+$1.1M	0.35%	41

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 22.9% 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

Wood Tarver Financial Group's SCHD Position: Q2 2026 in Review

Wood Tarver Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.8% in Q2 2026, buying an estimated $16.8K and bringing the position to 30,689 shares worth $973K. The position accounts for 0.23% of the portfolio, ranked #64.

Wood Tarver Financial Group first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q4 2024. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wood Tarver Financial Group held 30,689 shares of Schwab US Dividend Equity ETF worth $973K as of Q2 2026.
Wood Tarver Financial Group bought 529 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $16.8K.
Schwab US Dividend Equity ETF made up 0.23% of Wood Tarver Financial Group's portfolio in Q2 2026, its #64 holding.
Wood Tarver Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Wood Tarver Financial Group's Schwab US Dividend Equity ETF position peaked at $1.06M in Q4 2024.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.