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Clayton Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clayton Financial Group’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 		$666K Hold
21,000
– – 0.37% 33
2026
Q1 		$644K Hold
21,000
– – 0.33% 36
2025
Q4 		$576K Buy
+21,000
New +$571K 0.29% 39

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APP
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HWA
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Wealth Enhancement Advisory Services
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KeyBank National Association
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KAS
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AAIM
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Clayton Financial Group's SCHD Position: Q2 2026 in Review

Clayton Financial Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 21,000 shares worth $666K. The position accounts for 0.37% of the portfolio, ranked #33.

Clayton Financial Group first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 1,032 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Clayton Financial Group held 21,000 shares of Schwab US Dividend Equity ETF worth $666K as of Q2 2026.
  • Clayton Financial Group left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.37% of Clayton Financial Group's portfolio in Q2 2026, its #33 holding.
  • Clayton Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,032 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.