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

CRA 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	$38.7M	Buy	1,220,811 +32,394	+3%	+$1.03M	4.46%	2
2026 Q1	$36.5M	Buy	1,188,417 +13,343	+1%	+$405K	4.73%	2
2025 Q4	$32.2M	Sell	1,175,074 -34,399	-3%	-$935K	4.22%	3
2025 Q3	$33M	Buy	1,209,473 +10,496	+0.9%	+$286K	4.52%	3
2025 Q2	$31.8M	Buy	1,198,977 +70,068	+6%	+$1.83M	4.86%	2
2025 Q1	$31.6M	Buy	1,128,909 +60,274	+6%	+$1.68M	5.4%	2
2024 Q4	$29.2M	Buy	1,068,635 +29,198	+3%	+$830K	5.01%	3
2024 Q3	$29.3M	Buy	1,039,437 +37,857	+4%	+$1.03M	5.37%	2
2024 Q2	$26M	Buy	1,001,580 +30,711	+3%	+$799K	5.24%	2
2024 Q1	$26.1M	Buy	970,869 +69,381	+8%	+$1.79M	5.67%	2
2023 Q4	$22.9M	Sell	901,488 -19,761	-2%	-$471K	5.6%	2
2023 Q3	$21.7M	Buy	921,249 +24,483	+3%	+$601K	5.98%	2
2023 Q2	$21.7M	Buy	896,766 +45,534	+5%	+$1.09M	5.87%	2
2023 Q1	$20.8M	Buy	851,232 +69,015	+9%	+$1.73M	6.16%	2
2022 Q4	$19.7M	Buy	782,217 +97,881	+14%	+$2.42M	6.45%	2
2022 Q3	$15.2M	Buy	684,336 +34,368	+5%	+$835K	5.45%	3
2022 Q2	$15.5M	Buy	649,968 +39,159	+6%	+$996K	5.32%	2
2022 Q1	$16.1M	Buy	610,809 +49,332	+9%	+$1.29M	4.83%	4
2021 Q4	$15.1M	Buy	561,477 +61,503	+12%	+$1.6M	4.5%	6
2021 Q3	$12.4M	Buy	499,974 +41,811	+9%	+$1.06M	4.19%	6
2021 Q2	$11.5M	Buy	458,163 +49,425	+12%	+$1.25M	4.02%	6
2021 Q1	$9.94M	Buy	408,738 +43,842	+12%	+$997K	3.84%	6
2020 Q4	$7.8M	Buy	364,896 +45,720	+14%	+$927K	3.28%	7
2020 Q3	$5.88M	Buy	319,176 +15,396	+5%	+$283K	2.81%	9
2020 Q2	$5.24M	Buy	303,780 +19,938	+7%	+$337K	2.77%	9
2020 Q1	$4.26M	Buy	283,842 +14,625	+5%	+$263K	2.72%	8
2019 Q4	$5.2M	Buy	269,217 +7,560	+3%	+$142K	2.84%	7
2019 Q3	$4.78M	Buy	261,657 +11,139	+4%	+$199K	2.89%	6
2019 Q2	$4.43M	Buy	250,518 +12,525	+5%	+$220K	2.66%	6
2019 Q1	$4.15M	Sell	237,993 -2,175	-0.9%	-$36.6K	2.7%	6
2018 Q4	$3.76M	Buy	+240,168	New	+$4M	2.71%	6

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

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

CRA Financial Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.7% in Q2 2026, buying an estimated $1.03M and bringing the position to 1,220,811 shares worth $38.7M. The position accounts for 4.46% of the portfolio, ranked #2.

CRA Financial Services first reported a position in SCHD in Q4 2018 and has held it in 31 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

CRA Financial Services held 1,220,811 shares of Schwab US Dividend Equity ETF worth $38.7M as of Q2 2026.
CRA Financial Services bought 32,394 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.03M.
Schwab US Dividend Equity ETF made up 4.46% of CRA Financial Services's portfolio in Q2 2026, its #2 holding.
CRA Financial Services first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 31 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.