DMKC Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

DMKC Advisory Services’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	$14.9M	Buy	468,762 +114,375	+32%	+$3.63M	2.81%	9
2026 Q1	$10.9M	Buy	354,387 +51,788	+17%	+$1.57M	4.53%	1
2025 Q4	$8.3M	Buy	302,599 +82,919	+38%	+$2.25M	3.64%	4
2025 Q3	$6M	Buy	219,680 +20,989	+11%	+$573K	3.04%	8
2025 Q2	$5.39M	Buy	198,691 +46,216	+30%	+$1.21M	2.82%	10
2025 Q1	$4.26M	Buy	152,475 +9,086	+6%	+$253K	3.84%	6
2024 Q4	$3.92M	Buy	+143,389	New	+$4.08M	3.55%	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

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

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

DMKC Advisory Services's SCHD Position: Q2 2026 in Review

DMKC Advisory Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 32% in Q2 2026, buying an estimated $3.63M and bringing the position to 468,762 shares worth $14.9M. The position accounts for 2.81% of the portfolio, ranked #9.

DMKC Advisory Services first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 464 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

DMKC Advisory Services held 468,762 shares of Schwab US Dividend Equity ETF worth $14.9M as of Q2 2026.
DMKC Advisory Services bought 114,375 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.63M.
Schwab US Dividend Equity ETF made up 2.81% of DMKC Advisory Services's portfolio in Q2 2026, its #9 holding.
DMKC Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
464 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on DMKC Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.