Cascade Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cascade Financial Partners’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	$399K	Hold	12,570	–	–	0.03%	197
2026 Q1	$386K	Sell	12,570 -728	-5%	-$22.1K	0.04%	185
2025 Q4	$365K	Sell	13,298 -1,736	-12%	-$47.2K	0.04%	184
2025 Q3	$410K	Hold	15,034	–	–	0.05%	178
2025 Q2	$398K	Sell	15,034 -6,045	-29%	-$158K	0.05%	177
2025 Q1	$589K	Sell	21,079 -1,168	-5%	-$32.6K	0.07%	143
2024 Q4	$608K	Sell	22,247 -43,444	-66%	-$1.24M	0.08%	129
2024 Q3	$620K	Buy	65,691 +35,073	+115%	+$955K	0.08%	130
2024 Q2	$794K	Hold	30,618	–	–	0.1%	111
2024 Q1	$784K	Buy	+30,618	New	+$791K	0.11%	113

Other funds holding SCHD

SLI

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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

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

Cascade Financial Partners's SCHD Position: Q2 2026 in Review

Cascade Financial Partners held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 12,570 shares worth $399K. The position accounts for 0.03% of the portfolio, ranked #197.

Cascade Financial Partners first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. The position peaked at $794K in Q2 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cascade Financial Partners held 12,570 shares of Schwab US Dividend Equity ETF worth $399K as of Q2 2026.
Cascade Financial Partners left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #197 holding.
Cascade Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Schwab US Dividend Equity ETF position peaked at $794K in Q2 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.