Burney Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Burney Company’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	$291K	Buy	+9,171	New	+$291K	0.01%	540

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Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Burney Company's SCHD Position: Q2 2026 in Review

Burney Company opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 9,171 shares worth $291K. The stake represents 0.01% of the portfolio and ranks #540 among its holdings.

460 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Burney Company held 9,171 shares of Schwab US Dividend Equity ETF worth $291K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Burney Company position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Burney Company's portfolio in Q2 2026, its #540 holding.
460 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.