Commonwealth Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Commonwealth Financial 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	$663K	Buy	20,910 +73	+0.4%	+$2.32K	0.09%	132
2026 Q1	$639K	Buy	20,837 +374	+2%	+$11.3K	0.1%	110
2025 Q4	$561K	Sell	20,463 -144	-0.7%	-$3.92K	0.09%	111
2025 Q3	$563K	Sell	20,607 -2,038	-9%	-$55.6K	0.1%	110
2025 Q2	$600K	Buy	22,645 +12,867	+132%	+$336K	0.12%	100
2025 Q1	$273K	Buy	9,778 +162	+2%	+$4.52K	0.06%	156
2024 Q4	$263K	Buy	9,616 +1,873	+24%	+$53.2K	0.05%	160
2024 Q3	$218K	Buy	+7,743	New	+$211K	0.04%	182
2023 Q4	–	Sell	-11,115	Closed	-$262K	–	202
2023 Q3	$262K	Buy	+11,115	New	+$273K	0.08%	148

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

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

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Commonwealth Financial Services's SCHD Position: Q2 2026 in Review

Commonwealth Financial Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.35% in Q2 2026, buying an estimated $2.32K and bringing the position to 20,910 shares worth $663K. The position accounts for 0.09% of the portfolio, ranked #132.

Commonwealth Financial Services first reported a position in SCHD in Q3 2023 and has held it in 9 quarters since. 419 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Commonwealth Financial Services held 20,910 shares of Schwab US Dividend Equity ETF worth $663K as of Q2 2026.
Commonwealth Financial Services bought 73 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.32K.
Schwab US Dividend Equity ETF made up 0.09% of Commonwealth Financial Services's portfolio in Q2 2026, its #132 holding.
Commonwealth Financial Services first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 9 quarters since.
419 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.