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Atwood & Palmer’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Atwood & Palmer’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 		$13.1K Hold
413
– – ﹤0.01% 357
2026
Q1 		$12.7K Buy
+413
New +$12.5K ﹤0.01% 364

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Atwood & Palmer's SCHD Position: Q2 2026 in Review

Atwood & Palmer held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 413 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Atwood & Palmer first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Atwood & Palmer held 413 shares of Schwab US Dividend Equity ETF worth $13.1K as of Q2 2026.
  • Atwood & Palmer left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #357 holding.
  • Atwood & Palmer first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.