Curran Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Curran Financial Partners’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	$47.3M	Buy	1,490,202 +118,956	+9%	+$3.77M	7.03%	2
2026 Q1	$42.1M	Buy	1,371,246 +73,867	+6%	+$2.24M	7.53%	2
2025 Q4	$35.6M	Buy	1,297,379 +99,987	+8%	+$2.72M	6.76%	2
2025 Q3	$32.7M	Buy	1,197,392 +113,507	+10%	+$3.1M	6.47%	2
2025 Q2	$28.7M	Buy	1,083,885 +77,158	+8%	+$2.02M	6.35%	2
2025 Q1	$28.1M	Buy	1,006,727 +90,574	+10%	+$2.52M	6.91%	2
2024 Q4	$25M	Buy	916,153 +78,517	+9%	+$2.23M	6.57%	2
2024 Q3	$23.6M	Buy	837,636 +44,538	+6%	+$1.21M	6.7%	2
2024 Q2	$20.6M	Buy	793,098 +26,721	+3%	+$696K	6.88%	2
2024 Q1	$20.6M	Buy	766,377 +15,141	+2%	+$391K	7.16%	2
2023 Q4	$19.1M	Buy	751,236 +32,526	+5%	+$775K	7.33%	2
2023 Q3	$17M	Buy	718,710 +30,945	+4%	+$759K	7.39%	2
2023 Q2	$16.6M	Buy	687,765 +50,757	+8%	+$1.21M	7.23%	2
2023 Q1	$15.5M	Buy	637,008 +78,849	+14%	+$1.97M	7.37%	2
2022 Q4	$14.1M	Buy	558,159 +73,368	+15%	+$1.81M	6.78%	2
2022 Q3	$10.7M	Buy	484,791 +220,302	+83%	+$5.35M	5.44%	6
2022 Q2	$6.32M	Buy	264,489 +95,913	+57%	+$2.44M	2.98%	11
2022 Q1	$4.43M	Buy	168,576 +91,245	+118%	+$2.39M	1.82%	19
2021 Q4	$2.08M	Buy	+77,331	New	+$2.01M	0.88%	26

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

Curran Financial Partners's SCHD Position: Q2 2026 in Review

Curran Financial Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.7% in Q2 2026, buying an estimated $3.77M and bringing the position to 1,490,202 shares worth $47.3M. The position accounts for 7.03% of the portfolio, ranked #2.

Curran Financial Partners first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Curran Financial Partners held 1,490,202 shares of Schwab US Dividend Equity ETF worth $47.3M as of Q2 2026.
Curran Financial Partners bought 118,956 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.77M.
Schwab US Dividend Equity ETF made up 7.03% of Curran Financial Partners's portfolio in Q2 2026, its #2 holding.
Curran Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.