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

DHJJ 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	$12.9M	Buy	405,666 +29,581	+8%	+$938K	3.71%	3
2026 Q1	$11.5M	Buy	376,085 +112	+0%	+$3.4K	3.82%	3
2025 Q4	$10.3M	Sell	375,973 -8,129	-2%	-$221K	3.43%	4
2025 Q3	$10.5M	Buy	384,102 +866	+0.2%	+$23.6K	3.56%	4
2025 Q2	$10.2M	Buy	383,236 +6,830	+2%	+$178K	3.67%	3
2025 Q1	$10.5M	Sell	376,406 -308	-0.1%	-$8.59K	4.24%	3
2024 Q4	$10.3M	Buy	376,714 +286	+0.1%	+$8.13K	4.01%	3
2024 Q3	$10.6M	Buy	376,428 +7,845	+2%	+$214K	4.2%	3
2024 Q2	$9.55M	Buy	368,583 +9,900	+3%	+$258K	4.03%	3
2024 Q1	$9.64M	Buy	358,683 +12,771	+4%	+$330K	4.27%	3
2023 Q4	$8.78M	Buy	345,912 +3,147	+0.9%	+$75K	4.1%	3
2023 Q3	$8.08M	Sell	342,765 -6,867	-2%	-$169K	4.1%	3
2023 Q2	$8.46M	Buy	349,632 +6,228	+2%	+$149K	4.4%	3
2023 Q1	$8.37M	Buy	343,404 +2,466	+0.7%	+$61.7K	4.54%	3
2022 Q4	$8.6M	Sell	340,938 -18,798	-5%	-$464K	4.93%	3
2022 Q3	$7.97M	Sell	359,736 -1,107	-0.3%	-$26.9K	4.65%	3
2022 Q2	$8.62M	Buy	360,843 +2,568	+0.7%	+$65.3K	4.82%	3
2022 Q1	$9.47M	Buy	358,275 +1,950	+0.5%	+$51.1K	4.54%	3
2021 Q4	$9.6M	Buy	356,325 +6,522	+2%	+$169K	4.5%	3
2021 Q3	$8.66M	Buy	349,803 +8,904	+3%	+$226K	4.48%	3
2021 Q2	$8.62M	Buy	340,899 +5,274	+2%	+$133K	4.55%	3
2021 Q1	$8.16M	Buy	335,625 +10,593	+3%	+$241K	4.73%	3
2020 Q4	$6.95M	Buy	+325,032	New	+$6.59M	4.37%	3

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

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

DHJJ Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.9% in Q2 2026, buying an estimated $938K and bringing the position to 405,666 shares worth $12.9M. The position accounts for 3.71% of the portfolio, ranked #3.

DHJJ Financial Advisors first reported a position in SCHD in Q4 2020 and has held it in 23 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

DHJJ Financial Advisors held 405,666 shares of Schwab US Dividend Equity ETF worth $12.9M as of Q2 2026.
DHJJ Financial Advisors bought 29,581 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $938K.
Schwab US Dividend Equity ETF made up 3.71% of DHJJ Financial Advisors's portfolio in Q2 2026, its #3 holding.
DHJJ Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 23 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.