CWS Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

CWS Financial Advisors’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	$3.71M	Buy	116,910 +11,757	+11%	+$373K	0.82%	22
2026 Q1	$3.23M	Buy	105,153 +1,002	+1%	+$30.4K	0.83%	20
2025 Q4	$2.86M	Buy	104,151 +2,291	+2%	+$62.3K	0.78%	20
2025 Q3	$2.78M	Buy	101,860 +564	+0.6%	+$15.4K	0.77%	21
2025 Q2	$2.68M	Buy	101,296 +9,742	+11%	+$254K	0.78%	21
2025 Q1	$2.56M	Buy	91,554 +11,433	+14%	+$319K	0.81%	20
2024 Q4	$2.19M	Buy	80,121 +11,430	+17%	+$325K	0.71%	23
2024 Q3	$1.94M	Buy	68,691 +2,709	+4%	+$73.8K	0.69%	19
2024 Q2	$1.71M	Buy	65,982 +5,571	+9%	+$145K	0.67%	20
2024 Q1	$1.62M	Buy	60,411 +3,741	+7%	+$96.6K	0.67%	19
2023 Q4	$1.44M	Buy	56,670 +912	+2%	+$21.7K	0.54%	24
2023 Q3	$1.32M	Buy	55,758 +14,847	+36%	+$364K	0.53%	23
2023 Q2	$990K	Buy	40,911 +7,065	+21%	+$169K	0.38%	40
2023 Q1	$825K	Buy	+33,846	New	+$846K	0.33%	50
2022 Q3	–	Sell	-8,718	Closed	-$208K	–	162
2022 Q2	$208K	Buy	+8,718	New	+$222K	0.1%	137

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

CWS Financial Advisors's SCHD Position: Q2 2026 in Review

CWS Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q2 2026, buying an estimated $373K and bringing the position to 116,910 shares worth $3.71M. The position accounts for 0.82% of the portfolio, ranked #22.

CWS Financial Advisors first reported a position in SCHD in Q2 2022 and has held it in 15 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

CWS Financial Advisors held 116,910 shares of Schwab US Dividend Equity ETF worth $3.71M as of Q2 2026.
CWS Financial Advisors bought 11,757 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $373K.
Schwab US Dividend Equity ETF made up 0.82% of CWS Financial Advisors's portfolio in Q2 2026, its #22 holding.
CWS Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 15 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.