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

Benchmark Financial Wealth Advisors's SCHD Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.5% in Q2 2026, buying an estimated $446K and bringing the position to 323,158 shares worth $10.2M. The position accounts for 2.53% of the portfolio, ranked #13.

Benchmark Financial Wealth Advisors first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

• Benchmark Financial Wealth Advisors held 323,158 shares of Schwab US Dividend Equity ETF worth $10.2M as of Q2 2026.
• Benchmark Financial Wealth Advisors bought 14,047 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $446K.
• Schwab US Dividend Equity ETF made up 2.53% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #13 holding.
• Benchmark Financial Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
• 2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.