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

Woodward Diversified 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	$314K	Hold	9,914	–	–	0.14%	141
2026 Q1	$308K	Buy	9,914 +1	+0%	+$30	0.14%	136
2025 Q4	$272K	Sell	9,913 -59	-0.6%	-$1.6K	0.12%	144
2025 Q3	$272K	Sell	9,972 -936	-9%	-$25.5K	0.13%	149
2025 Q2	$289K	Sell	10,908 -504	-4%	-$13.2K	0.15%	138
2025 Q1	$319K	Buy	+11,412	New	+$318K	0.23%	94
2022 Q2	–	Sell	-8,289	Closed	-$218K	–	150
2022 Q1	$218K	Buy	+8,289	New	+$217K	0.14%	140

Other funds holding SCHD

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Woodward Diversified Capital's SCHD Position: Q2 2026 in Review

Woodward Diversified Capital held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 9,914 shares worth $314K. The position accounts for 0.14% of the portfolio, ranked #141.

Woodward Diversified Capital first reported a position in SCHD in Q1 2022 and has held it in 7 quarters since. The position peaked at $319K in Q1 2025. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Woodward Diversified Capital held 9,914 shares of Schwab US Dividend Equity ETF worth $314K as of Q2 2026.
Woodward Diversified Capital left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.14% of Woodward Diversified Capital's portfolio in Q2 2026, its #141 holding.
Woodward Diversified Capital first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 7 quarters since.
Woodward Diversified Capital's Schwab US Dividend Equity ETF position peaked at $319K in Q1 2025.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.