World Equity Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

World Equity 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	$1.86M	Sell	58,549 -1,020	-2%	-$32.4K	0.42%	52
2026 Q1	$1.83M	Sell	59,569 -9,749	-14%	-$296K	0.47%	42
2025 Q4	$1.9M	Buy	69,318 +2,298	+3%	+$62.5K	0.53%	36
2025 Q3	$1.83M	Buy	67,020 +2,365	+4%	+$64.5K	0.42%	50
2025 Q2	$1.71M	Buy	64,655 +9,465	+17%	+$247K	0.47%	42
2025 Q1	$1.54M	Sell	55,190 -54,046	-49%	-$1.51M	0.44%	52
2024 Q4	$2.98M	Buy	109,236 +66,309	+154%	+$1.89M	0.64%	39
2024 Q3	$1.21M	Sell	42,927 -13,308	-24%	-$363K	0.44%	56
2024 Q2	$1.46M	Sell	56,235 -58,593	-51%	-$1.53M	0.44%	63
2024 Q1	$3.09M	Buy	114,828 +5,580	+5%	+$144K	0.63%	35
2023 Q4	$2.77M	Buy	109,248 +16,344	+18%	+$389K	0.56%	40
2023 Q3	$2.19M	Buy	92,904 +48,243	+108%	+$1.18M	0.46%	52
2023 Q2	$1.08M	Buy	+44,661	New	+$1.07M	0.32%	87
2023 Q1	–	Sell	-31,503	Closed	-$793K	–	572
2022 Q4	$793K	Buy	31,503 +840	+3%	+$20.7K	0.19%	128
2022 Q3	$679K	Buy	30,663 +489	+2%	+$11.9K	0.17%	137
2022 Q2	$720K	Buy	30,174 +5,277	+21%	+$134K	0.18%	141
2022 Q1	$655K	Buy	+24,897	New	+$652K	0.14%	175

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

World Equity Group's SCHD Position: Q2 2026 in Review

World Equity Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q2 2026, selling an estimated $32.4K and leaving 58,549 shares worth $1.86M. The position accounts for 0.42% of the portfolio, ranked #52.

World Equity Group first reported a position in SCHD in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.09M in Q1 2024. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

World Equity Group held 58,549 shares of Schwab US Dividend Equity ETF worth $1.86M as of Q2 2026.
World Equity Group sold 1,020 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $32.4K.
Schwab US Dividend Equity ETF made up 0.42% of World Equity Group's portfolio in Q2 2026, its #52 holding.
World Equity Group first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 17 quarters since.
World Equity Group's Schwab US Dividend Equity ETF position peaked at $3.09M in Q1 2024.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.