ClientFirst Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

ClientFirst Wealth Management’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	$276K	Hold	8,700	–	–	0.23%	43
2026 Q1	$267K	Hold	8,700	–	–	0.23%	44
2025 Q4	$239K	Hold	8,700	–	–	0.19%	45
2025 Q3	$238K	Hold	8,700	–	–	0.19%	46
2025 Q2	$231K	Hold	8,700	–	–	0.24%	46
2025 Q1	$243K	Hold	8,700	–	–	0.28%	40
2024 Q4	$238K	Buy	+8,700	New	+$247K	0.24%	40
2023 Q3	$203K	Hold	8,700	–	–	0.25%	32
2023 Q2	$213K	Hold	8,700	–	–	0.25%	29
2023 Q1	$212K	Sell	8,700 -3,750	-30%	-$93.8K	0.28%	24
2022 Q4	$313K	Sell	12,450 -1,200	-9%	-$29.6K	0.4%	18
2022 Q3	$349K	Buy	+13,650	New	+$332K	0.43%	17
2022 Q2	–	Sell	-8,100	Closed	-$214K	–	30
2022 Q1	$214K	Hold	8,100	–	–	0.2%	27
2021 Q4	$214K	Buy	+8,100	New	+$210K	0.19%	27

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

ClientFirst Wealth Management's SCHD Position: Q2 2026 in Review

ClientFirst Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 8,700 shares worth $276K. The position accounts for 0.23% of the portfolio, ranked #43.

ClientFirst Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 14 quarters since. The position peaked at $349K in Q3 2022. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

ClientFirst Wealth Management held 8,700 shares of Schwab US Dividend Equity ETF worth $276K as of Q2 2026.
ClientFirst Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.23% of ClientFirst Wealth Management's portfolio in Q2 2026, its #43 holding.
ClientFirst Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 14 quarters since.
ClientFirst Wealth Management's Schwab US Dividend Equity ETF position peaked at $349K in Q3 2022.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.