Armis Advisers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Armis Advisers’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	$2.44M	Buy	75,628 +8,361	+12%	+$265K	0.22%	75
2026 Q1	$2.14M	Sell	67,267 -4,274	-6%	-$130K	0.21%	83
2025 Q4	$2.17M	Sell	71,541 -19,488	-21%	-$530K	0.24%	66
2025 Q3	$2.42M	Sell	91,029 -683,865	-88%	-$18.7M	0.22%	71
2025 Q2	$21.1M	Buy	774,894 +211,815	+38%	+$5.53M	1.67%	10
2025 Q1	$14.6M	Buy	563,079 +551,091	+4,597%	+$15.4M	1.36%	15
2024 Q4	$328K	Buy	+11,988	New	+$341K	0.04%	249

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

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

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

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Armis Advisers's SCHD Position: Q2 2026 in Review

Armis Advisers increased its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q2 2026, buying an estimated $265K and bringing the position to 75,628 shares worth $2.44M. The position accounts for 0.22% of the portfolio, ranked #75.

Armis Advisers first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.1M in Q2 2025. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Armis Advisers held 75,628 shares of Schwab US Dividend Equity ETF worth $2.44M as of Q2 2026.
Armis Advisers bought 8,361 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $265K.
Schwab US Dividend Equity ETF made up 0.22% of Armis Advisers's portfolio in Q2 2026, its #75 holding.
Armis Advisers first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's Schwab US Dividend Equity ETF position peaked at $21.1M in Q2 2025.
411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.