WoodTrust Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

WoodTrust Financial’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	$358K	Buy	11,294 +3,000	+36%	+$95.2K	0.04%	141
2026 Q1	$254K	Hold	8,294	–	–	0.03%	158
2025 Q4	$228K	Buy	+8,294	New	+$226K	0.03%	169
2025 Q1	–	Sell	-8,472	Closed	-$231K	–	179
2024 Q4	$231K	Buy	+8,472	New	+$241K	0.03%	160
2024 Q3	–	Sell	-13,884	Closed	-$360K	–	189
2024 Q2	$360K	Buy	+13,884	New	+$361K	0.06%	129

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

WoodTrust Financial's SCHD Position: Q2 2026 in Review

WoodTrust Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 36% in Q2 2026, buying an estimated $95.2K and bringing the position to 11,294 shares worth $358K. The position accounts for 0.04% of the portfolio, ranked #141.

WoodTrust Financial first reported a position in SCHD in Q2 2024 and has held it in 5 quarters since. The position peaked at $360K in Q2 2024. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

WoodTrust Financial held 11,294 shares of Schwab US Dividend Equity ETF worth $358K as of Q2 2026.
WoodTrust Financial bought 3,000 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $95.2K.
Schwab US Dividend Equity ETF made up 0.04% of WoodTrust Financial's portfolio in Q2 2026, its #141 holding.
WoodTrust Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 5 quarters since.
WoodTrust Financial's Schwab US Dividend Equity ETF position peaked at $360K in Q2 2024.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.