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

Ethos Financial Group’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 		$1.9M Sell
56,034
-901
-2% -$28.6K 0.13% 149
2026
Q1 		$1.75M Buy
56,935
+4,907
+9% +$149K 0.13% 146
2025
Q4 		$1.43M Buy
52,028
+2,168
+4% +$58.9K 0.11% 163
2025
Q3 		$1.36M Buy
49,860
+1,200
+2% +$32.7K 0.11% 153
2025
Q2 		$1.29M Buy
48,660
+7,530
+18% +$197K 0.11% 150
2025
Q1 		$1.12M Buy
41,130
+240
+0.6% +$6.69K 0.11% 151
2024
Q4 		$1.12M Buy
40,890
+7,338
+22% +$209K 0.15% 101
2024
Q3 		$945K Buy
33,552
+1,281
+4% +$34.9K 0.16% 84
2024
Q2 		$845K Sell
32,271
-268,455
-89% -$6.99M 0.15% 87
2024
Q1 		$8.09M Buy
300,726
+1,716
+0.6% +$44.3K 1.53% 21
2023
Q4 		$7.59M Buy
299,010
+271,812
+999% +$6.48M 1.61% 19
2023
Q3 		$642K Sell
27,198
-4,626
-15% -$114K 0.17% 78
2023
Q2 		$776K Hold
31,824
– – 0.26% 58
2023
Q1 		$776K Buy
31,824
+1,206
+4% +$30.2K 0.24% 64
2022
Q4 		$771K Buy
+30,618
New +$756K 0.26% 58

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Ethos Financial Group's SCHD Position: Q2 2026 in Review

Ethos Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.6% in Q2 2026, selling an estimated $28.6K and leaving 56,034 shares worth $1.9M. The position accounts for 0.13% of the portfolio, ranked #149.

Ethos Financial Group first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.09M in Q1 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Ethos Financial Group held 56,034 shares of Schwab US Dividend Equity ETF worth $1.9M as of Q2 2026.
  • Ethos Financial Group sold 901 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $28.6K.
  • Schwab US Dividend Equity ETF made up 0.13% of Ethos Financial Group's portfolio in Q2 2026, its #149 holding.
  • Ethos Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's Schwab US Dividend Equity ETF position peaked at $8.09M in Q1 2024.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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