Clune & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clune & Associates’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	$2.48M	Buy	78,334 +24,618	+46%	+$781K	0.38%	49
2026 Q1	$1.65M	Buy	53,716 +10,772	+25%	+$327K	0.31%	69
2025 Q4	$1.18M	Buy	42,944 +4,075	+10%	+$111K	0.25%	83
2025 Q3	$1.06M	Buy	38,869 +414	+1%	+$11.3K	0.27%	86
2025 Q2	$1.02M	Buy	38,455 +1,736	+5%	+$45.3K	0.28%	82
2025 Q1	$1.03M	Buy	36,719 +3,755	+11%	+$105K	0.32%	77
2024 Q4	$901K	Buy	+32,964	New	+$937K	0.3%	76

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 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

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Clune & Associates's SCHD Position: Q2 2026 in Review

Clune & Associates increased its Schwab US Dividend Equity ETF (SCHD) stake by 46% in Q2 2026, buying an estimated $781K and bringing the position to 78,334 shares worth $2.48M. The position accounts for 0.38% of the portfolio, ranked #49.

Clune & Associates first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 535 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Clune & Associates held 78,334 shares of Schwab US Dividend Equity ETF worth $2.48M as of Q2 2026.
Clune & Associates bought 24,618 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $781K.
Schwab US Dividend Equity ETF made up 0.38% of Clune & Associates's portfolio in Q2 2026, its #49 holding.
Clune & Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
535 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.