Caliber Wealth Management (Kansas)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Caliber Wealth Management (Kansas)’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	$4.14M	Sell	130,428 -3,339	-2%	-$106K	0.4%	48
2026 Q1	$4.1M	Sell	133,767 -6,679	-5%	-$203K	0.45%	44
2025 Q4	$3.85M	Sell	140,446 -17,876	-11%	-$486K	0.41%	45
2025 Q3	$4.32M	Sell	158,322 -21,893	-12%	-$597K	0.48%	42
2025 Q2	$4.78M	Sell	180,215 -2,427	-1%	-$63.4K	0.51%	38
2025 Q1	$5.11M	Buy	+182,642	New	+$5.09M	0.7%	30

Other funds holding SCHD

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s SCHD Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.5% in Q2 2026, selling an estimated $106K and leaving 130,428 shares worth $4.14M. The position accounts for 0.4% of the portfolio, ranked #48.

Caliber Wealth Management (Kansas) first reported a position in SCHD in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.11M in Q1 2025. 954 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Caliber Wealth Management (Kansas) held 130,428 shares of Schwab US Dividend Equity ETF worth $4.14M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 3,339 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $106K.
Schwab US Dividend Equity ETF made up 0.4% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #48 holding.
Caliber Wealth Management (Kansas) first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s Schwab US Dividend Equity ETF position peaked at $5.11M in Q1 2025.
954 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.