WPG Advisers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

WPG Advisers’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	$3.92M	Sell	123,602 -5,490	-4%	-$174K	2.3%	9
2026 Q1	$3.96M	Sell	129,092 -4,542	-3%	-$138K	2.92%	9
2025 Q4	$3.67M	Sell	133,634 -29,265	-18%	-$796K	2.72%	7
2025 Q3	$4.45M	Sell	162,899 -4,307	-3%	-$118K	3.45%	6
2025 Q2	$4.43M	Sell	167,206 -6,717	-4%	-$175K	3.74%	5
2025 Q1	$4.86M	Sell	173,923 -25,392	-13%	-$708K	4.53%	3
2024 Q4	$5.45M	Buy	+199,315	New	+$5.67M	5.06%	2

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

WPG Advisers's SCHD Position: Q2 2026 in Review

WPG Advisers reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.3% in Q2 2026, selling an estimated $174K and leaving 123,602 shares worth $3.92M. The position accounts for 2.3% of the portfolio, ranked #9.

WPG Advisers first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.45M in Q4 2024. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

WPG Advisers held 123,602 shares of Schwab US Dividend Equity ETF worth $3.92M as of Q2 2026.
WPG Advisers sold 5,490 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $174K.
Schwab US Dividend Equity ETF made up 2.3% of WPG Advisers's portfolio in Q2 2026, its #9 holding.
WPG Advisers first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's Schwab US Dividend Equity ETF position peaked at $5.45M in Q4 2024.
1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.