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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$189K Sell
5,966
-1
-0% -$32 0.04% 165
2026
Q1
$183K Sell
5,967
-879
-13% -$26.7K 0.04% 161
2025
Q4
$188K Buy
6,846
+4,399
+180% +$120K 0.05% 139
2025
Q3
$66.8K Buy
2,447
+583
+31% +$15.9K 0.02% 226
2025
Q2
$49.4K Buy
1,864
+362
+24% +$9.45K 0.01% 241
2025
Q1
$42K Buy
1,502
+725
+93% +$20.2K 0.02% 205
2024
Q4
$21.2K Hold
777
0.01% 272
2024
Q3
$21.9K Hold
777
0.01% 261
2024
Q2
$20.1K Hold
777
0.01% 210
2024
Q1
$20.9K Hold
777
0.02% 172
2023
Q4
$19.7K Buy
+777
New +$18.5K 0.02% 158

Other funds holding SCHD

Dunhill Financial's SCHD Position: Q2 2026 in Review

Dunhill Financial reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.02% in Q2 2026, selling an estimated $32 and leaving 5,966 shares worth $189K. The position accounts for 0.04% of the portfolio, ranked #165.

Dunhill Financial first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Dunhill Financial held 5,966 shares of Schwab US Dividend Equity ETF worth $189K as of Q2 2026.
  • Dunhill Financial sold 1 Schwab US Dividend Equity ETF share in Q2 2026, an estimated $32.
  • Schwab US Dividend Equity ETF made up 0.04% of Dunhill Financial's portfolio in Q2 2026, its #165 holding.
  • Dunhill Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.