BFS
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Boyer Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Boyer Financial Services’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 		$2.67M Buy
82,356
+1,076
+1% +$34.1K 2.25% 14
2026
Q1 		$2.49M Buy
81,280
+5,689
+8% +$173K 2.64% 12
2025
Q4 		$2.1M Buy
+75,591
New +$2.06M 2.22% 13

Other funds holding SCHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Boyer Financial Services's SCHD Position: Q2 2026 in Review

Boyer Financial Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.3% in Q2 2026, buying an estimated $34.1K and bringing the position to 82,356 shares worth $2.67M. The position accounts for 2.25% of the portfolio, ranked #14.

Boyer Financial Services first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 1,419 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Boyer Financial Services held 82,356 shares of Schwab US Dividend Equity ETF worth $2.67M as of Q2 2026.
  • Boyer Financial Services bought 1,076 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $34.1K.
  • Schwab US Dividend Equity ETF made up 2.25% of Boyer Financial Services's portfolio in Q2 2026, its #14 holding.
  • Boyer Financial Services first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,419 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.