Acorn Financial Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Acorn Financial Advisory Services’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	$465K	Buy	14,676 +735	+5%	+$23.3K	0.06%	139
2026 Q1	$428K	Sell	13,941 -3,384	-20%	-$103K	0.06%	135
2025 Q4	$475K	Sell	17,325 -20	-0.1%	-$544	0.07%	122
2025 Q3	$474K	Buy	17,345 +2,589	+18%	+$70.6K	0.07%	122
2025 Q2	$391K	Buy	14,756 +3,545	+32%	+$92.6K	0.06%	131
2025 Q1	$313K	Buy	11,211 +225	+2%	+$6.27K	0.06%	143
2024 Q4	$300K	Sell	10,986 -312	-3%	-$8.87K	0.05%	164
2024 Q3	$318K	Buy	11,298 +81	+0.7%	+$2.21K	0.06%	154
2024 Q2	$291K	Sell	11,217 -3	-0%	-$78	0.05%	160
2024 Q1	$302K	Sell	11,220 -4,827	-30%	-$125K	0.06%	159
2023 Q4	$408K	Sell	16,047 -2,172	-12%	-$51.8K	0.07%	164
2023 Q3	$429K	Buy	18,219 +645	+4%	+$15.8K	0.08%	149
2023 Q2	$425K	Buy	17,574 +126	+0.7%	+$3.01K	0.08%	155
2023 Q1	$425K	Buy	17,448 +1,842	+12%	+$46.1K	0.08%	144
2022 Q4	$393K	Buy	15,606 +4,695	+43%	+$116K	0.08%	140
2022 Q3	$242K	Sell	10,911 -6,930	-39%	-$168K	0.06%	183
2022 Q2	$425K	Buy	17,841 +3,723	+26%	+$94.7K	0.1%	134
2022 Q1	$372K	Buy	14,118 +1,206	+9%	+$31.6K	0.07%	163
2021 Q4	$349K	Buy	12,912 +3	+0%	+$78	0.07%	168
2021 Q3	$319K	Hold	12,909	–	–	0.1%	170
2021 Q2	$325K	Buy	+12,909	New	+$326K	0.1%	188
2021 Q1	–	Sell	-13,056	Closed	-$279K	–	216
2020 Q4	$279K	Hold	13,056	–	–	0.11%	181
2020 Q3	$241K	Buy	13,056 +3	+0%	+$55	0.13%	183
2020 Q2	$226K	Buy	+13,053	New	+$220K	0.16%	174
2020 Q1	–	Sell	-13,050	Closed	-$252K	–	174
2019 Q4	$252K	Buy	+13,050	New	+$244K	0.21%	140

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 22.9% 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

Acorn Financial Advisory Services's SCHD Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.3% in Q2 2026, buying an estimated $23.3K and bringing the position to 14,676 shares worth $465K. The position accounts for 0.06% of the portfolio, ranked #139.

Acorn Financial Advisory Services first reported a position in SCHD in Q4 2019 and has held it in 25 quarters since. The position peaked at $475K in Q4 2025. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Acorn Financial Advisory Services held 14,676 shares of Schwab US Dividend Equity ETF worth $465K as of Q2 2026.
Acorn Financial Advisory Services bought 735 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $23.3K.
Schwab US Dividend Equity ETF made up 0.06% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #139 holding.
Acorn Financial Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 25 quarters since.
Acorn Financial Advisory Services's Schwab US Dividend Equity ETF position peaked at $475K in Q4 2025.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.