CDM Financial Counseling Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

CDM Financial Counseling Services’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	$764K	Sell	24,085 -690	-3%	-$21.9K	0.66%	34
2026 Q1	$760K	Sell	24,775 -2,489	-9%	-$75.5K	0.73%	34
2025 Q4	$748K	Buy	+27,264	New	+$741K	0.7%	34

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

CDM Financial Counseling Services's SCHD Position: Q2 2026 in Review

CDM Financial Counseling Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.8% in Q2 2026, selling an estimated $21.9K and leaving 24,085 shares worth $764K. The position accounts for 0.66% of the portfolio, ranked #34.

CDM Financial Counseling Services first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

CDM Financial Counseling Services held 24,085 shares of Schwab US Dividend Equity ETF worth $764K as of Q2 2026.
CDM Financial Counseling Services sold 690 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $21.9K.
Schwab US Dividend Equity ETF made up 0.66% of CDM Financial Counseling Services's portfolio in Q2 2026, its #34 holding.
CDM Financial Counseling Services first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.