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Adamsbrown Wealth Consultants’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Adamsbrown Wealth Consultants’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 		$13.3M Sell
420,897
-7,855
-2% -$249K 2.52% 13
2026
Q1 		$13.2M Sell
428,752
-24,128
-5% -$732K 3.48% 8
2025
Q4 		$12.4M Sell
452,880
-31,493
-7% -$856K 3.46% 9
2025
Q3 		$13.2M Sell
484,373
-647,154
-57% -$17.7M 3.64% 9
2025
Q2 		$30M Sell
1,131,527
-475,584
-30% -$12.4M 8.7% 2
2025
Q1 		$44.9M Buy
1,607,111
+73,896
+5% +$2.06M 14.11% 1
2024
Q4 		$41.9M Buy
1,533,215
+23,306
+2% +$663K 14.28% 1
2024
Q3 		$42.5M Buy
1,509,909
+72,012
+5% +$1.96M 14.76% 1
2024
Q2 		$37.3M Buy
1,437,897
+47,856
+3% +$1.25M 14.51% 1
2024
Q1 		$37.4M Buy
1,390,041
+107,487
+8% +$2.78M 15.12% 1
2023
Q4 		$32.5M Buy
1,282,554
+43,125
+3% +$1.03M 14.17% 1
2023
Q3 		$29.2M Sell
1,239,429
-11,166
-0.9% -$274K 14.4% 1
2023
Q2 		$30.3M Buy
1,250,595
+76,752
+7% +$1.83M 15.99% 1
2023
Q1 		$28.6M Buy
1,173,843
+134,055
+13% +$3.35M 16.5% 1
2022
Q4 		$26.2M Buy
1,039,788
+136,608
+15% +$3.37M 15.89% 1
2022
Q3 		$20M Buy
903,180
+67,026
+8% +$1.63M 15.22% 1
2022
Q2 		$20M Buy
836,154
+119,676
+17% +$3.04M 15.72% 1
2022
Q1 		$18.8M Buy
716,478
+108,894
+18% +$2.85M 14.93% 1
2021
Q4 		$16.4M Buy
+607,584
New +$15.8M 14.76% 1

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Adamsbrown Wealth Consultants's SCHD Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.8% in Q2 2026, selling an estimated $249K and leaving 420,897 shares worth $13.3M. The position accounts for 2.52% of the portfolio, ranked #13.

Adamsbrown Wealth Consultants first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $44.9M in Q1 2025. 464 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Adamsbrown Wealth Consultants held 420,897 shares of Schwab US Dividend Equity ETF worth $13.3M as of Q2 2026.
  • Adamsbrown Wealth Consultants sold 7,855 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $249K.
  • Schwab US Dividend Equity ETF made up 2.52% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #13 holding.
  • Adamsbrown Wealth Consultants first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Adamsbrown Wealth Consultants's Schwab US Dividend Equity ETF position peaked at $44.9M in Q1 2025.
  • 464 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.