Empire Financial Management Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Empire Financial Management Company’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	$314K	Buy	9,918 +119	+1%	+$3.77K	0.12%	114
2026 Q1	$301K	Sell	9,799 -75	-0.8%	-$2.27K	0.07%	183
2025 Q4	$271K	Sell	9,874 -475	-5%	-$12.9K	0.06%	189
2025 Q3	$283K	Sell	10,349 -213	-2%	-$5.81K	0.06%	182
2025 Q2	$280K	Sell	10,562 -61	-0.6%	-$1.59K	0.08%	172
2025 Q1	$297K	Buy	10,623 +1,269	+14%	+$35.4K	0.09%	169
2024 Q4	$256K	Buy	9,354 +1,188	+15%	+$33.8K	0.08%	179
2024 Q3	$230K	Sell	8,166 -210	-3%	-$5.72K	0.07%	190
2024 Q2	$217K	Buy	+8,376	New	+$218K	0.07%	192

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

Empire Financial Management Company's SCHD Position: Q2 2026 in Review

Empire Financial Management Company increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q2 2026, buying an estimated $3.77K and bringing the position to 9,918 shares worth $314K. The position accounts for 0.12% of the portfolio, ranked #114.

Empire Financial Management Company first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Empire Financial Management Company held 9,918 shares of Schwab US Dividend Equity ETF worth $314K as of Q2 2026.
Empire Financial Management Company bought 119 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.77K.
Schwab US Dividend Equity ETF made up 0.12% of Empire Financial Management Company's portfolio in Q2 2026, its #114 holding.
Empire Financial Management Company first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.