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

American 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 		$29.5M Sell
930,420
-444,734
-32% -$14.1M 3.55% 10
2026
Q1 		$42.2M Sell
1,375,154
-36,884
-3% -$1.12M 5.63% 2
2025
Q4 		$38.7M Buy
1,412,038
+15,081
+1% +$410K 5% 6
2025
Q3 		$38.1M Buy
1,396,957
+312,597
+29% +$8.53M 4.91% 6
2025
Q2 		$28.7M Buy
1,084,360
+16,469
+2% +$430K 4.01% 10
2025
Q1 		$29.9M Sell
1,067,891
-15,212
-1% -$424K 4.33% 9
2024
Q4 		$29.6M Buy
1,083,103
+7,057
+0.7% +$201K 4.17% 9
2024
Q3 		$30.3M Sell
1,076,046
-12,831
-1% -$350K 4.14% 9
2024
Q2 		$28.2M Buy
1,088,877
+53,502
+5% +$1.39M 4.01% 9
2024
Q1 		$27.8M Buy
1,035,375
+21,273
+2% +$550K 3.92% 10
2023
Q4 		$25.7M Buy
1,014,102
+19,188
+2% +$457K 3.81% 11
2023
Q3 		$23.5M Buy
994,914
+211,209
+27% +$5.18M 3.7% 11
2023
Q2 		$19M Buy
783,705
+667,806
+576% +$16M 2.97% 12
2023
Q1 		$2.83M Buy
115,899
+49,872
+76% +$1.25M 0.46% 35
2022
Q4 		$1.66M Buy
66,027
+47,604
+258% +$1.17M 0.28% 43
2022
Q3 		$408K Buy
18,423
+1,812
+11% +$44K 0.07% 83
2022
Q2 		$397K Buy
16,611
+3,921
+31% +$99.7K 0.11% 54
2022
Q1 		$334K Buy
12,690
+462
+4% +$12.1K 0.05% 98
2021
Q4 		$329K Buy
12,228
+288
+2% +$7.48K 0.04% 103
2021
Q3 		$295K Buy
11,940
+492
+4% +$12.5K 0.04% 104
2021
Q2 		$289K Buy
11,448
+306
+3% +$7.73K 0.04% 109
2021
Q1 		$271K Buy
11,142
+39
+0.4% +$887 0.04% 106
2020
Q4 		$237K Buy
11,103
+198
+2% +$4.01K 0.03% 107
2020
Q3 		$201K Sell
10,905
-861
-7% -$15.8K 0.03% 102
2020
Q2 		$211K Buy
+11,766
New +$199K 0.03% 100
2020
Q1 		– Sell
-11,097
Closed -$202K – 101
2019
Q4 		$202K Buy
+11,097
New +$208K 0.04% 90

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

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

American Financial Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 32% in Q2 2026, selling an estimated $14.1M and leaving 930,420 shares worth $29.5M. The position accounts for 3.55% of the portfolio, ranked #10.

American Financial Advisors first reported a position in SCHD in Q4 2019 and has held it in 26 quarters since. The position peaked at $42.2M in Q1 2026. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • American Financial Advisors held 930,420 shares of Schwab US Dividend Equity ETF worth $29.5M as of Q2 2026.
  • American Financial Advisors sold 444,734 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $14.1M.
  • Schwab US Dividend Equity ETF made up 3.55% of American Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • American Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 26 quarters since.
  • American Financial Advisors's Schwab US Dividend Equity ETF position peaked at $42.2M in Q1 2026.
  • 2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.