Christensen King & Associates Investment Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Christensen King & Associates Investment 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	$15.4M	Sell	484,902 -13,351	-3%	-$424K	6.11%	3
2026 Q1	$15.3M	Buy	498,253 +171	+0%	+$5.19K	6.56%	3
2025 Q4	$13.7M	Sell	498,082 -13,272	-3%	-$361K	5.83%	4
2025 Q3	$14M	Sell	511,354 -10,028	-2%	-$274K	6%	4
2025 Q2	$13.8M	Sell	521,382 -13,099	-2%	-$342K	6.33%	3
2025 Q1	$14.9M	Sell	534,481 -3,769	-0.7%	-$105K	7.06%	2
2024 Q4	$14.8M	Sell	538,250 -8,812	-2%	-$251K	6.96%	3
2024 Q3	$15.4M	Sell	547,062 -18,804	-3%	-$512K	7.26%	2
2024 Q2	$14.7M	Sell	565,866 -18,720	-3%	-$487K	7.24%	2
2024 Q1	$15.7M	Sell	584,586 -8,025	-1%	-$207K	7.85%	2
2023 Q4	$15M	Buy	+592,611	New	+$14.1M	8.05%	2

Other funds holding SCHD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Christensen King & Associates Investment Services's SCHD Position: Q2 2026 in Review

Christensen King & Associates Investment Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.7% in Q2 2026, selling an estimated $424K and leaving 484,902 shares worth $15.4M. The position accounts for 6.11% of the portfolio, ranked #3.

Christensen King & Associates Investment Services first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.7M in Q1 2024. 1,315 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Christensen King & Associates Investment Services held 484,902 shares of Schwab US Dividend Equity ETF worth $15.4M as of Q2 2026.
Christensen King & Associates Investment Services sold 13,351 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $424K.
Schwab US Dividend Equity ETF made up 6.11% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #3 holding.
Christensen King & Associates Investment Services first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Christensen King & Associates Investment Services's Schwab US Dividend Equity ETF position peaked at $15.7M in Q1 2024.
1,315 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.