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

AA Financial Advisors’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	$451K	Buy	14,238 +59	+0.4%	+$1.87K	0.05%	154
2026 Q1	$435K	Buy	14,179 +44	+0.3%	+$1.33K	0.06%	151
2025 Q4	$388K	Buy	14,135 +321	+2%	+$8.73K	0.07%	146
2025 Q3	$377K	Sell	13,814 -552	-4%	-$15.1K	0.07%	134
2025 Q2	$381K	Buy	14,366 +1,136	+9%	+$29.7K	0.08%	128
2025 Q1	$370K	Sell	13,230 -3,734	-22%	-$104K	0.09%	119
2024 Q4	$463K	Buy	16,964 +122	+0.7%	+$3.47K	0.12%	104
2024 Q3	$475K	Buy	16,842 +3,489	+26%	+$95K	0.14%	106
2024 Q2	$346K	Buy	13,353 +2,124	+19%	+$55.3K	0.12%	118
2024 Q1	$302K	Buy	11,229 +2,778	+33%	+$71.8K	0.12%	123
2023 Q4	$214K	Buy	+8,451	New	+$201K	0.14%	60

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

AA Financial Advisors's SCHD Position: Q2 2026 in Review

AA Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.42% in Q2 2026, buying an estimated $1.87K and bringing the position to 14,238 shares worth $451K. The position accounts for 0.05% of the portfolio, ranked #154.

AA Financial Advisors first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $475K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

AA Financial Advisors held 14,238 shares of Schwab US Dividend Equity ETF worth $451K as of Q2 2026.
AA Financial Advisors bought 59 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.87K.
Schwab US Dividend Equity ETF made up 0.05% of AA Financial Advisors's portfolio in Q2 2026, its #154 holding.
AA Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
AA Financial Advisors's Schwab US Dividend Equity ETF position peaked at $475K in Q3 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.