Appleton Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Appleton Partners’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	$552K	Sell	17,420 -5,258	-23%	-$167K	0.03%	191
2026 Q1	$696K	Sell	22,678 -150	-0.7%	-$4.55K	0.05%	168
2025 Q4	$626K	Sell	22,828 -575	-2%	-$15.6K	0.04%	171
2025 Q3	$639K	Sell	23,403 -916	-4%	-$25K	0.04%	166
2025 Q2	$644K	Sell	24,319 -50	-0.2%	-$1.31K	0.05%	162
2025 Q1	$681K	Sell	24,369 -250	-1%	-$6.97K	0.05%	156
2024 Q4	$673K	Sell	24,619 -755	-3%	-$21.5K	0.05%	154
2024 Q3	$715K	Sell	25,374 -183	-0.7%	-$4.99K	0.05%	150
2024 Q2	$662K	Sell	25,557 -1,239	-5%	-$32.3K	0.05%	152
2024 Q1	$720K	Buy	26,796 +1,023	+4%	+$26.4K	0.06%	157
2023 Q4	$654K	Sell	25,773 -2,166	-8%	-$51.6K	0.05%	169
2023 Q3	$659K	Sell	27,939 -3,246	-10%	-$79.7K	0.06%	167
2023 Q2	$755K	Sell	31,185 -198	-0.6%	-$4.73K	0.06%	163
2023 Q1	$765K	Sell	31,383 -792	-2%	-$19.8K	0.07%	172
2022 Q4	$810K	Buy	32,175 +8,160	+34%	+$201K	0.08%	167
2022 Q3	$532K	Buy	24,015 +1,206	+5%	+$29.3K	0.05%	192
2022 Q2	$545K	Buy	22,809 +8,532	+60%	+$217K	0.05%	191
2022 Q1	$375K	Buy	14,277 +1,953	+16%	+$51.1K	0.03%	236
2021 Q4	$332K	Buy	12,324 +45	+0.4%	+$1.17K	0.03%	247
2021 Q3	$304K	Buy	12,279 +1,965	+19%	+$49.9K	0.03%	246
2021 Q2	$260K	Buy	10,314 +600	+6%	+$15.1K	0.02%	264
2021 Q1	$236K	Sell	9,714 -1,845	-16%	-$42K	0.02%	265
2020 Q4	$247K	Sell	11,559 -2,955	-20%	-$59.9K	0.02%	251
2020 Q3	$268K	Hold	14,514	–	–	0.03%	231
2020 Q2	$250K	Hold	14,514	–	–	0.03%	229
2020 Q1	$218K	Buy	14,514 +2,286	+19%	+$41K	0.03%	245
2019 Q4	$236K	Buy	12,228 +540	+5%	+$10.1K	0.03%	273
2019 Q3	$213K	Hold	11,688	–	–	0.03%	268
2019 Q2	$207K	Hold	11,688	–	–	0.03%	268
2019 Q1	$204K	Buy	+11,688	New	+$197K	0.03%	255

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Appleton Partners's SCHD Position: Q2 2026 in Review

Appleton Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 23% in Q2 2026, selling an estimated $167K and leaving 17,420 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #191.

Appleton Partners first reported a position in SCHD in Q1 2019 and has held it in 30 quarters since. The position peaked at $810K in Q4 2022. 598 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Appleton Partners held 17,420 shares of Schwab US Dividend Equity ETF worth $552K as of Q2 2026.
Appleton Partners sold 5,258 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $167K.
Schwab US Dividend Equity ETF made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #191 holding.
Appleton Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 30 quarters since.
Appleton Partners's Schwab US Dividend Equity ETF position peaked at $810K in Q4 2022.
598 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.