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

Everhart 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 		$2.89M Sell
91,241
-275
-0.3% -$8.72K 0.19% 58
2026
Q1 		$2.81M Sell
91,516
-6,466
-7% -$196K 0.24% 56
2025
Q4 		$2.69M Sell
97,982
-8,031
-8% -$218K 0.25% 48
2025
Q3 		$2.89M Sell
106,013
-12,393
-10% -$338K 0.29% 44
2025
Q2 		$3.14M Sell
118,406
-4,080
-3% -$107K 0.36% 41
2025
Q1 		$3.42M Sell
122,486
-6,115
-5% -$170K 0.47% 33
2024
Q4 		$3.51M Sell
128,601
-13,320
-9% -$379K 0.72% 27
2024
Q3 		$4M Buy
141,921
+3,066
+2% +$83.5K 0.89% 23
2024
Q2 		$3.6M Sell
138,855
-5,796
-4% -$151K 0.93% 21
2024
Q1 		$3.89M Sell
144,651
-11,280
-7% -$291K 1.13% 16
2023
Q4 		$3.96M Sell
155,931
-1,719
-1% -$41K 1.4% 12
2023
Q3 		$3.71M Buy
157,650
+102
+0.1% +$2.5K 1.57% 11
2023
Q2 		$3.81M Sell
157,548
-1,755
-1% -$41.9K 1.57% 12
2023
Q1 		$3.88M Sell
159,303
-948
-0.6% -$23.7K 1.74% 11
2022
Q4 		$4.03M Sell
160,251
-2,538
-2% -$62.6K 2.02% 11
2022
Q3 		$3.6M Sell
162,789
-11,427
-7% -$278K 2% 10
2022
Q2 		$4.16M Sell
174,216
-5,664
-3% -$144K 2.53% 7
2022
Q1 		$4.73M Buy
179,880
+3,231
+2% +$84.6K 2.73% 8
2021
Q4 		$4.76M Sell
176,649
-13,791
-7% -$358K 2.87% 8
2021
Q3 		$4.71M Buy
190,440
+5,460
+3% +$139K 3.23% 7
2021
Q2 		$4.66M Buy
184,980
+3,750
+2% +$94.7K 3.21% 7
2021
Q1 		$4.41M Buy
181,230
+516
+0.3% +$11.7K 3.87% 6
2020
Q4 		$3.86M Buy
+180,714
New +$3.66M 3.56% 7

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
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

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

Everhart Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.3% in Q2 2026, selling an estimated $8.72K and leaving 91,241 shares worth $2.89M. The position accounts for 0.19% of the portfolio, ranked #58.

Everhart Financial Group first reported a position in SCHD in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.76M in Q4 2021. 440 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Everhart Financial Group held 91,241 shares of Schwab US Dividend Equity ETF worth $2.89M as of Q2 2026.
  • Everhart Financial Group sold 275 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $8.72K.
  • Schwab US Dividend Equity ETF made up 0.19% of Everhart Financial Group's portfolio in Q2 2026, its #58 holding.
  • Everhart Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's Schwab US Dividend Equity ETF position peaked at $4.76M in Q4 2021.
  • 440 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.