Cross Staff Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cross Staff Investments’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	$688K	Buy	21,693 +2,218	+11%	+$70.4K	0.39%	64
2026 Q1	$597K	Sell	19,475 -590	-3%	-$17.9K	0.3%	68
2025 Q4	$550K	Buy	20,065 +441	+2%	+$12K	0.3%	75
2025 Q3	$536K	Hold	19,624	–	–	0.37%	75
2025 Q2	$520K	Hold	19,624	–	–	0.39%	75
2025 Q1	$549K	Hold	19,624	–	–	0.41%	67
2024 Q4	$536K	Buy	19,624 +2,296	+13%	+$65.3K	0.37%	69
2024 Q3	$488K	Hold	17,328	–	–	0.38%	74
2024 Q2	$449K	Sell	17,328 -357	-2%	-$9.29K	0.37%	71
2024 Q1	$475K	Sell	17,685 -105	-0.6%	-$2.71K	0.4%	67
2023 Q4	$451K	Hold	17,790	–	–	0.4%	68
2023 Q3	$420K	Buy	17,790 +411	+2%	+$10.1K	0.41%	70
2023 Q2	$421K	Sell	17,379 -405	-2%	-$9.68K	0.39%	74
2023 Q1	$434K	Buy	17,784 +390	+2%	+$9.75K	0.43%	71
2022 Q4	$438K	Sell	17,394 -1,305	-7%	-$32.2K	0.46%	72
2022 Q3	$414K	Hold	18,699	–	–	0.46%	66
2022 Q2	$446K	Hold	18,699	–	–	0.49%	65
2022 Q1	$492K	Sell	18,699 -477	-2%	-$12.5K	0.46%	63
2021 Q4	$517K	Buy	+19,176	New	+$498K	0.46%	63

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Cross Staff Investments's SCHD Position: Q2 2026 in Review

Cross Staff Investments increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q2 2026, buying an estimated $70.4K and bringing the position to 21,693 shares worth $688K. The position accounts for 0.39% of the portfolio, ranked #64.

Cross Staff Investments first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cross Staff Investments held 21,693 shares of Schwab US Dividend Equity ETF worth $688K as of Q2 2026.
Cross Staff Investments bought 2,218 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $70.4K.
Schwab US Dividend Equity ETF made up 0.39% of Cross Staff Investments's portfolio in Q2 2026, its #64 holding.
Cross Staff Investments first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.