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

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

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. 2,138 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.
2,138 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.