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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

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

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. 2,138 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.
  • 2,138 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.