CFS Investment Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

CFS Investment Advisory 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	$1.11M	Buy	34,327 +863	+3%	+$27.4K	0.07%	186
2026 Q1	$1.04M	Buy	33,464 +5,117	+18%	+$155K	0.07%	189
2025 Q4	$778K	Buy	28,347 +14,543	+105%	+$395K	0.06%	201
2025 Q3	$373K	Buy	+13,804	New	+$377K	0.03%	261
2023 Q3	–	Sell	-12,714	Closed	-$308K	–	233
2023 Q2	$308K	Buy	+12,714	New	+$304K	0.04%	205
2021 Q3	–	Sell	-91,749	Closed	-$2.31M	–	208
2021 Q2	$2.31M	Buy	+91,749	New	+$2.32M	2.11%	12

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

CFS Investment Advisory Services's SCHD Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.6% in Q2 2026, buying an estimated $27.4K and bringing the position to 34,327 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #186.

CFS Investment Advisory Services first reported a position in SCHD in Q2 2021 and has held it in 6 quarters since. The position peaked at $2.31M in Q2 2021. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

CFS Investment Advisory Services held 34,327 shares of Schwab US Dividend Equity ETF worth $1.11M as of Q2 2026.
CFS Investment Advisory Services bought 863 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $27.4K.
Schwab US Dividend Equity ETF made up 0.07% of CFS Investment Advisory Services's portfolio in Q2 2026, its #186 holding.
CFS Investment Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 6 quarters since.
CFS Investment Advisory Services's Schwab US Dividend Equity ETF position peaked at $2.31M in Q2 2021.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.