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

Demars Financial Group’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	$811K	Sell	25,585 -989	-4%	-$31.4K	0.22%	55
2026 Q1	$815K	Sell	26,574 -6,548	-20%	-$199K	0.27%	48
2025 Q4	$909K	Sell	33,122 -1,363	-4%	-$37.1K	0.3%	36
2025 Q3	$941K	Buy	34,485 +2,698	+8%	+$73.6K	0.33%	29
2025 Q2	$842K	Buy	31,787 +1,990	+7%	+$52K	0.32%	29
2025 Q1	$833K	Buy	29,797 +326	+1%	+$9.09K	0.35%	29
2024 Q4	$805K	Sell	29,471 -1,072	-4%	-$30.5K	0.35%	29
2024 Q3	$861K	Hold	30,543	–	–	0.39%	23
2024 Q2	$792K	Buy	30,543 +24	+0.1%	+$625	0.38%	24
2024 Q1	$820K	Buy	+30,519	New	+$788K	0.4%	24
2022 Q3	–	Sell	-9,468	Closed	-$226K	–	73
2022 Q2	$226K	Sell	9,468 -2,016	-18%	-$51.3K	0.13%	72
2022 Q1	$302K	Sell	11,484 -14,424	-56%	-$378K	0.15%	71
2021 Q4	$698K	Buy	25,908 +1,365	+6%	+$35.5K	0.37%	54
2021 Q3	$607K	Sell	24,543 -4,239	-15%	-$108K	0.36%	54
2021 Q2	$725K	Buy	28,782 +738	+3%	+$18.6K	0.44%	46
2021 Q1	$682K	Buy	28,044 +345	+1%	+$7.85K	0.46%	45
2020 Q4	$592K	Buy	27,699 +15	+0.1%	+$304	0.42%	46
2020 Q3	$510K	Buy	27,684 +2,247	+9%	+$41.3K	0.39%	42
2020 Q2	$439K	Buy	+25,437	New	+$430K	0.36%	43

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

Demars Financial Group's SCHD Position: Q2 2026 in Review

Demars Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.7% in Q2 2026, selling an estimated $31.4K and leaving 25,585 shares worth $811K. The position accounts for 0.22% of the portfolio, ranked #55.

Demars Financial Group first reported a position in SCHD in Q2 2020 and has held it in 19 quarters since. The position peaked at $941K in Q3 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Demars Financial Group held 25,585 shares of Schwab US Dividend Equity ETF worth $811K as of Q2 2026.
Demars Financial Group sold 989 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $31.4K.
Schwab US Dividend Equity ETF made up 0.22% of Demars Financial Group's portfolio in Q2 2026, its #55 holding.
Demars Financial Group first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 19 quarters since.
Demars Financial Group's Schwab US Dividend Equity ETF position peaked at $941K in Q3 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.