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

Cyr Financial’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	$430K	Sell	13,550 -213	-2%	-$6.76K	0.22%	44
2026 Q1	$422K	Sell	13,763 -5,085	-27%	-$154K	0.25%	46
2025 Q4	$517K	Sell	18,848 -225,376	-92%	-$6.13M	0.32%	44
2025 Q3	$6.67M	Buy	244,224 +10,183	+4%	+$278K	4.56%	9
2025 Q2	$6.2M	Buy	234,041 +19,753	+9%	+$516K	4.79%	9
2025 Q1	$5.99M	Buy	214,288 +8,337	+4%	+$232K	5.35%	8
2024 Q4	$5.63M	Buy	205,951 +50,626	+33%	+$1.44M	5.13%	8
2024 Q3	$4.38M	Buy	155,325 +3,591	+2%	+$97.8K	4.09%	11
2024 Q2	$3.93M	Buy	+151,734	New	+$3.95M	3.93%	8

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

AAIM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Cyr Financial's SCHD Position: Q2 2026 in Review

Cyr Financial reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.5% in Q2 2026, selling an estimated $6.76K and leaving 13,550 shares worth $430K. The position accounts for 0.22% of the portfolio, ranked #44.

Cyr Financial first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.67M in Q3 2025. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cyr Financial held 13,550 shares of Schwab US Dividend Equity ETF worth $430K as of Q2 2026.
Cyr Financial sold 213 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $6.76K.
Schwab US Dividend Equity ETF made up 0.22% of Cyr Financial's portfolio in Q2 2026, its #44 holding.
Cyr Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
Cyr Financial's Schwab US Dividend Equity ETF position peaked at $6.67M in Q3 2025.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cyr Financial's 13F filing for Q2 2026, filed 20 Jul 2026.