Dynamic Advisor Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Dynamic Advisor Solutions’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	$8.98M	Buy	283,307 +12,311	+5%	+$391K	0.25%	87
2026 Q1	$8.31M	Sell	270,996 -75,849	-22%	-$2.3M	0.26%	85
2025 Q4	$9.51M	Buy	346,845 +3,728	+1%	+$101K	0.31%	70
2025 Q3	$9.37M	Sell	343,117 -4,478	-1%	-$122K	0.27%	84
2025 Q2	$9.21M	Buy	347,595 +30,414	+10%	+$794K	0.28%	83
2025 Q1	$8.87M	Buy	+317,181	New	+$8.84M	0.29%	83
2024 Q4	–	Sell	-264,981	Closed	-$7.47M	–	788
2024 Q3	$7.47M	Sell	264,981 -26,844	-9%	-$731K	0.22%	109
2024 Q2	$7.56M	Sell	291,825 -44,451	-13%	-$1.16M	0.24%	93
2024 Q1	$9.04M	Buy	336,276 +22,881	+7%	+$591K	0.31%	83
2023 Q4	$7.98M	Buy	313,395 +134,922	+76%	+$3.22M	0.3%	89
2023 Q3	$4.21M	Buy	178,473 +8,238	+5%	+$202K	0.2%	145
2023 Q2	$4.12M	Buy	170,235 +11,118	+7%	+$266K	0.21%	138
2023 Q1	$3.88M	Buy	159,117 +35,454	+29%	+$886K	0.23%	121
2022 Q4	$3.11M	Buy	123,663 +33,981	+38%	+$839K	0.21%	121
2022 Q3	$1.99M	Buy	89,682 +10,779	+14%	+$262K	0.15%	153
2022 Q2	$1.88M	Sell	78,903 -10,269	-12%	-$261K	0.14%	160
2022 Q1	$2.35M	Sell	89,172 -150	-0.2%	-$3.93K	0.16%	146
2021 Q4	$2.41M	Buy	89,322 +6,387	+8%	+$166K	0.17%	141
2021 Q3	$2.05M	Buy	82,935 +7,611	+10%	+$193K	0.15%	165
2021 Q2	$1.9M	Buy	75,324 +17,580	+30%	+$444K	0.15%	168
2021 Q1	$1.4M	Buy	57,744 +12,345	+27%	+$281K	0.13%	192
2020 Q4	$971K	Buy	45,399 +14,727	+48%	+$299K	0.09%	244
2020 Q3	$565K	Buy	+30,672	New	+$564K	0.06%	286

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

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

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Dynamic Advisor Solutions's SCHD Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.5% in Q2 2026, buying an estimated $391K and bringing the position to 283,307 shares worth $8.98M. The position accounts for 0.25% of the portfolio, ranked #87.

Dynamic Advisor Solutions first reported a position in SCHD in Q3 2020 and has held it in 23 quarters since. The position peaked at $9.51M in Q4 2025. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Dynamic Advisor Solutions held 283,307 shares of Schwab US Dividend Equity ETF worth $8.98M as of Q2 2026.
Dynamic Advisor Solutions bought 12,311 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $391K.
Schwab US Dividend Equity ETF made up 0.25% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #87 holding.
Dynamic Advisor Solutions first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 23 quarters since.
Dynamic Advisor Solutions's Schwab US Dividend Equity ETF position peaked at $9.51M in Q4 2025.
411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.