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

Cahill Financial Advisors’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	$12M	Buy	379,548 +22,218	+6%	+$705K	1.16%	20
2026 Q1	$11M	Buy	357,330 +14,181	+4%	+$430K	1.19%	20
2025 Q4	$9.41M	Buy	343,149 +38,195	+13%	+$1.04M	1.03%	21
2025 Q3	$8.33M	Buy	304,954 +19,570	+7%	+$534K	0.95%	23
2025 Q2	$7.56M	Buy	285,384 +9,184	+3%	+$240K	0.94%	24
2025 Q1	$7.72M	Buy	276,200 +16,001	+6%	+$446K	1.05%	22
2024 Q4	$7.11M	Buy	260,199 +37,842	+17%	+$1.08M	0.96%	23
2024 Q3	$6.27M	Buy	222,357 +14,472	+7%	+$394K	0.86%	24
2024 Q2	$5.39M	Buy	207,885 +13,863	+7%	+$361K	0.74%	27
2024 Q1	$5.21M	Buy	194,022 +77,157	+66%	+$1.99M	0.71%	31
2023 Q4	$2.97M	Buy	116,865 +8,811	+8%	+$210K	0.44%	48
2023 Q3	$2.55M	Buy	108,054 +13,962	+15%	+$343K	0.42%	49
2023 Q2	$2.28M	Buy	94,092 +15,612	+20%	+$373K	0.37%	58
2023 Q1	$1.91M	Buy	78,480 +17,922	+30%	+$448K	0.34%	67
2022 Q4	$1.52M	Buy	60,558 +40,917	+208%	+$1.01M	0.29%	81
2022 Q3	$435K	Buy	19,641 +342	+2%	+$8.31K	0.09%	159
2022 Q2	$461K	Buy	19,299 +4,629	+32%	+$118K	0.1%	159
2022 Q1	$386K	Buy	+14,670	New	+$384K	0.07%	173
2021 Q4	–	Sell	-2,247	Closed	-$56K	–	661
2021 Q3	$56K	Buy	+2,247	New	+$57.1K	0.01%	327

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cahill Financial Advisors's SCHD Position: Q2 2026 in Review

Cahill Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.2% in Q2 2026, buying an estimated $705K and bringing the position to 379,548 shares worth $12M. The position accounts for 1.16% of the portfolio, ranked #20.

Cahill Financial Advisors first reported a position in SCHD in Q3 2021 and has held it in 19 quarters since. 1,737 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cahill Financial Advisors held 379,548 shares of Schwab US Dividend Equity ETF worth $12M as of Q2 2026.
Cahill Financial Advisors bought 22,218 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $705K.
Schwab US Dividend Equity ETF made up 1.16% of Cahill Financial Advisors's portfolio in Q2 2026, its #20 holding.
Cahill Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and has held it in 19 quarters since.
1,737 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.