Cambridge Financial Group (Arizona)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cambridge Financial Group (Arizona)’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	$2.86M	Sell	90,249 -20,232	-18%	-$642K	0.9%	22
2026 Q1	$3.39M	Sell	110,481 -22,257	-17%	-$675K	1.15%	17
2025 Q4	$3.65M	Buy	132,738 +4,570	+4%	+$124K	1.27%	20
2025 Q3	$3.5M	Buy	128,168 +22,118	+21%	+$603K	1.13%	22
2025 Q2	$2.81M	Sell	106,050 -4,991	-4%	-$130K	1.06%	23
2025 Q1	$3.09M	Sell	111,041 -1,185	-1%	-$33K	1.31%	18
2024 Q4	$3.07M	Sell	112,226 -5,785	-5%	-$164K	1.31%	18
2024 Q3	$3.33M	Buy	118,011 +801	+0.7%	+$21.8K	1.38%	18
2024 Q2	$3.04M	Sell	117,210 -1,845	-2%	-$48K	1.39%	17
2024 Q1	$3.2M	Sell	119,055 -4,407	-4%	-$114K	1.52%	15
2023 Q4	$3.13M	Buy	+123,462	New	+$2.94M	1.63%	14

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 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

AAIM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

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

BCM

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

Cambridge Financial Group (Arizona)'s SCHD Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its Schwab US Dividend Equity ETF (SCHD) stake by 18% in Q2 2026, selling an estimated $642K and leaving 90,249 shares worth $2.86M. The position accounts for 0.9% of the portfolio, ranked #22.

Cambridge Financial Group (Arizona) first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.65M in Q4 2025. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cambridge Financial Group (Arizona) held 90,249 shares of Schwab US Dividend Equity ETF worth $2.86M as of Q2 2026.
Cambridge Financial Group (Arizona) sold 20,232 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $642K.
Schwab US Dividend Equity ETF made up 0.9% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #22 holding.
Cambridge Financial Group (Arizona) first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Cambridge Financial Group (Arizona)'s Schwab US Dividend Equity ETF position peaked at $3.65M in Q4 2025.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.