Woodmont Investment Counsel’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Woodmont Investment Counsel’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	$1.39M	Buy	43,752 +1,835	+4%	+$58.2K	0.08%	121
2026 Q1	$1.29M	Sell	41,917 -6,167	-13%	-$187K	0.08%	120
2025 Q4	$1.32M	Sell	48,084 -1,101	-2%	-$29.9K	0.08%	121
2025 Q3	$1.34M	Sell	49,185 -100	-0.2%	-$2.73K	0.09%	118
2025 Q2	$1.31M	Buy	49,285 +39,633	+411%	+$1.04M	0.09%	132
2025 Q1	$270K	Sell	9,652 -2,793	-22%	-$77.9K	0.02%	241
2024 Q4	$340K	Buy	12,445 +5,035	+68%	+$143K	0.03%	218
2024 Q3	$209K	Buy	+7,410	New	+$202K	0.02%	250
2024 Q2	–	Sell	-5,820	Closed	-$156K	–	334
2024 Q1	$156K	Buy	+5,820	New	+$150K	0.01%	263
2016 Q4	–	Sell	-2,790	Closed	-$39K	–	528
2016 Q3	$39K	Buy	+2,790	New	+$39.4K	0.01%	288
2016 Q2	–	Sell	-2,790	Closed	-$37K	–	402
2016 Q1	$37K	Hold	2,790	–	–	0.01%	287
2015 Q4	$36K	Hold	2,790	–	–	0.01%	297
2015 Q3	$33K	Hold	2,790	–	–	0.01%	299
2015 Q2	$36K	Buy	+2,790	New	+$36.9K	0.01%	294

Other funds holding SCHD

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Woodmont Investment Counsel's SCHD Position: Q2 2026 in Review

Woodmont Investment Counsel increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.4% in Q2 2026, buying an estimated $58.2K and bringing the position to 43,752 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #121.

Woodmont Investment Counsel first reported a position in SCHD in Q2 2015 and has held it in 14 quarters since. 1,417 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Woodmont Investment Counsel held 43,752 shares of Schwab US Dividend Equity ETF worth $1.39M as of Q2 2026.
Woodmont Investment Counsel bought 1,835 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $58.2K.
Schwab US Dividend Equity ETF made up 0.08% of Woodmont Investment Counsel's portfolio in Q2 2026, its #121 holding.
Woodmont Investment Counsel first reported a position in Schwab US Dividend Equity ETF in Q2 2015 and has held it in 14 quarters since.
1,417 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.